The Rebalance Express Brochure - Premier Portfolio Rebalancing Software from RedBlack Software

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