sponsored by:

RedBlack Software
Filed under: Trading/Rebalancing


Company info:

Top Executive: Daniel Potter
http://www.RedBlackSoftware.com
603-232-9404
P.O. Box 4094
Manchester, NH

Etcetera:

  • Founded in 2006

Related listings:

RedBlack Software
filed under: Trading/Rebalancing


Related articles:

John Stuart: We're replicating the wirehouse portal.

One RIA's bid to make the technology that makes it possible to use one password

Beverly Hills Wealth Management wants to eliminate the downside of open architecture
Mike Paulus: If we took all the business we could this quarter, we would fail as a company.

Addepar slashes prices, opens up its architecture and shows RIA custodians some love as it confronts market realities

Though these moves show the dynamo is not impervious to competition, Mike Paulus says that the growth is still nosebleed-threatening
Peter Tamposi: If you believe what they say, he lied and stole money. They tried to make it look sensational.

How an RIA got in hot water in New Hampshire and why RedBlack is being touched by an ensuing bankruptcy

Nicholas B. Rowe was a founding investor in the rebalancing software maker and regulators are chasing down every asset he has
Peter Giza: While making my rounds, I made my way over to FinFolio to take a test drive of Matt Abar’s latest creative works.

From Schwab IMPACT's dizzying array, one free agent tabbed FinFolio and its use of Windows 8 as a takeaway

Peter Giza was always the RedBlack guy until this year but now he's free to admire and comment on other vendors
Peter Giza: I want to be able to catch the next wave.

Making himself purposefully redundant, 'visionary' RedBlack co-founder moves on

Peter Giza says he's still bullish on the company as he charts his next move
Kevin Kraus: This is the bread and butter of our platform.

Revamping its trading platform, Schwab at long last is poised to catch up with its smaller peers

The giant RIA custodian explains it deliberate pace as a balancing of innovation with the veracity of the existing platform
Bill Crager: I think advisors are going to want something more end to end...we think that's going to be a competitive difference.

Can the new Envestnet-Tamarac Godzilla take on the Advent-Black Diamond King Kong?

Tamarac has trusted relationships with several hundred RIA firms who might like outsourced investments on their dashboard
Matt Stroh: We've have had another consecutive year of over 50% revenue growth.

What Tamarac's overhauling of its Advisor Xi has yielded

The Seattle company's wants RIAs to buy into its whole system so it's sprinting to create the latest word in integration
Dan Skiles is adding RedBlack and Total Rebalance Expert to the SSG repertoire. Even small RIAs can benefit, he says.

Volatile markets spark interest in rebalancing software - along with questions about how much is necessary

The Wall Street Journal publishes an article looking at rebalancing's efficacy and tops execs at Tamarac and RedBlack offer thoughts
Ted Rich will consider switching from RedBlack's rebalancing software to the new Black Diamond offering.

AdventConnect Report: Black Diamond will sell rebalancing software and better reporting on alternative investments

The Advent Software division will still collaborate with RedBlack and iRebal but some RIAs will switch to the new Black Diamond offering
Boston Convention Center: Advisors were swarming exhibitor booths for much of IMPACT 2010

Eight software vendors give insider accounts of their IMPACT 2010 booth experiences

Non-stop booth traffic -- including visits from giant RIAs -- suggests advisors came to Boston in a code-buying mood
Peter Giza: We’ve been desperate to not pigeonhole RIAs into a situation where they cannot afford us or can’t use us.

RedBlack's Peter Giza gives RIABiz a look under the hood of its Rebalance Express software

New Hampshire-based software maker competes with a lower price and an easy-to-use interface
Joel Bruckenstein says it was the final straw when his speech at a big industry conference got bumped into nighttime.

The T3 conference has a rebellious air and the makings of success

Bruckenstein and Drucker channeled their frustration about industry conferences into creating a tech mecca for RIAs

Closed ArrowEdit this listing

If you are the owner of this listing, you can edit the contents and billing information. First, we have to verify via email that you are the owner: