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News
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(10/5/2011)
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Released: Rebalance Express 4.4
October 5, 2011 – RedBlack Software is pleased to announce the immediate availability
of Release 4.4 of Rebalance Express.
The release introduces custom rebalance alerts and sophisticated capabilities for managing SMA accounts and Limited Partnerships
within a household.
Release notes with an overview of the new features, enhancements and changes in release 4.4 are available to customers at the Client Center.
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(9/7/2011)
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Released: Rebalance Express 4.3
September 7, 2011 – RedBlack Software today unveiled the latest release of its next generation portfolio rebalancing software - Rebalance Express 4.3.
The release introduces new features and enhancements across all modules and includes additional restriction types and equivalent rules, restiction compensation, a completely revamped Rebalance module and advanced model of model rebalancing capabilities.
Release 4.3 solidifies RedBlack Software’s position as a market leader in next generation portfolio rebalancing and trading software. Rebalance Express brings unparalleled efficiency and organization to the rebalance process, providing firms with easy access to the information most important in the investment decision-making process, such as: intraday market pricing, current activity, drift reporting, and tax & early redemption exposure. Firms can more efficiently leverage qualitative and quantitative data, integrated into a single view, to optimize the investment decision-making process.
Release notes with an overview of the new features, enhancements and changes in release 4.3 are available to customers at the Client Center.
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(4/5/2011)
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Released: Rebalance Express 4.2
April 5, 2011 – RedBlack is pleased to announce the immediate availability of Release 4.2 of Rebalance Express.
Release 4.2 includes sophisticated price validation and an all-new adapter to import portfolio data from Morningstar Office.
With the addition of this adapter, Rebalance Express now imports data from 13 different portfolio management systems.
Morningstar clients can learn more about Rebalance Express and the Morningstar Office adapter by emailing us at
sales@redblacksoftware.com.
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(1/27/2011)
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Released: Raymond James Adapter
January 27, 2011 – RedBlack Software today unveiled its all new Raymond James adapter.
The Raymond James adapter enables Rebalance Express users to seamlessly create Raymond James compliant mutual fund trade order files.
With the addition of this adapter, Rebalance Express now imports data from 12 different portfolio management systems and custodial data sources. Trade orders can be exported in 9 different custodial formats.
Raymond James clients can learn more about Rebalance Express and the Raymond James adapter by emailing us at
sales@redblacksoftware.com.
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