Advent Partners with RedBlack for Portfolio Rebalancing

The sun sets over San Francisco Bay and the Golden Gate Bridge
Golden Gate Bridge, San Francisco

San Francisco-based Advent Software has announced an alliance with RedBlack Software, an investment management solutions provider with head offices in Bedford, N.H.

The alliance will forge full integration between Advent's Portfolio Exchange and Axys platforms with RedBlack's portfolio rebalancing tool, which the partners say will result in more efficient workflow for its mutual asset management clients, among them Blue Oak Capital, an investment advisory firm in Palo Alto, Calif.

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