RedBlack Software offers Rebalance Express, a modular portfolio rebalancing and trade management software. Rebalance Express streamlines workflows around rebalancing, trade orders, and compliance controls to reduce costs and complexity. It includes modules for asset allocation, model management, household rebalancing, workflow controls, and trade order management. A free 30-day trial allows users to test drive the software and evaluate if it fits their needs.

1. RedBlack Software – Rebalance Express™
Product Summary: Streamline the workflows around • Set trade Equivalents: Manage legacy positions
portfolio rebalancing and trade order management.
Rebalance Express modular product design gives you the • Set Rebalancing Parameters at the Account or
flexibility to achieve growth, boost productivity while Global Level
reducing cost and complexity. Reap the benefits of tighter • Quickly View Account Health: Spot check target,
compliance controls through the reduction of human touch drift, gains, and losses with the click of a mouse
points in the trading process. RedBlack brings enterprise
Business Process Automation (BPA) principles to the • Alerts: Early redemption and short term gain
Registered Investment Advisor community. consequences are reported immediately
Manage Trading Costs: Avoid small trades with minimum
Modules: trade sizes and automatically distribute trades exceeding
Asset Class Manager: Import from your PMS or the flat transaction fee ceiling over multiple equivalent
create and customize your own asset classes without securities
limitation
Models of Models: group and allocate multiple The RedBlack Advantage: RedBlack’s design philosophy
security models to create combined asset allocations centers on industry input, hence our tagline - “designed by
of various risks and styles in one account Advisors – for Advisors”
House Holding: Manage and rebalance households Free 30-day Evaluation: The best way to evaluate
of accounts according to the appropriate tax location software is to use it. In just a few hours you can start test
for each account driving Rebalance Express before spending a dime.
Decide for yourself if RedBlack is a fit for your business
Workflow Management: Control account access,
workflows.
viewing and editing privileges and assign covering
advisors
More to come…
Key Features:
• Same-day Implementation: 95% of our
implementations have you up and running on your
data the same day
• No Account or User Limitations: No running
around trying to use an idle license or login
session
• Multi-custodian Trading Capability: Fidelity,
Pershing, Schwab, TD, and more…
• Portfolio Management, Reporting & Trading
Systems Supported: Advent Axys and APX,
Advisor Channel, Portfolio Center and more…
• Cash Management Made Simple Raise cash or
withdrawal requests and rebalances to model in
one step
Sign up for a 30-day Evaluation:
• Advanced Asset Class Management: The
industry’s most advance asset class modeling tool www.RedBlackSoftware.com/trial
• Rebalance Accounts Individually or Globally Main Office:
RedBlack Software, LLC
• Adjust or Close a Position Globally in Seconds
2 Harvey Road
• Manage Advisor Level Account Views Bedford, NH 03110
• Open architecture: Based on familiar Microsoft UI Contact Us:
standards and .NET and SQL Server technology, p: 617.874.2620
access your data according to your needs f: 617.516.1600
• High performance – Small footprint: Rebalance e: sales@RedBlackSoftware.com
1000’s of accounts in seconds home: www.RedBlackSoftware.com
blogs: www.RedBlackSoftware.com/blogs
• Trade order grouping: manage trade orders in
demo: www.RedBlackSoftware.com/demos
bulk, sets or as blocks