Registered investment advisors (RIAs), family offices and other wealth managers who provide their clients with personalized touch points and fast, thorough responses to questions and preferences are the true winners in the financial advisory business. RedBlack provides game-changing rebalancing capabilities that help advisors differentiate, compete and grow their firms.
Achieve greater portfolio modeling precision by assessing trade restrictions and hypothetical investment decisions, or using rules for a select time period.
Become more adaptable to clients’ specific needs with flexible, tailored models that fit their preferences using rules, parameters, exceptions, what-if scenarios – and more.
Use tactical rebalancing, tax-loss harvesting, and making incremental portfolio adjustments to make sure clients are where they need to be.
Process many accounts, manage all related data, and scale across functions effectively – whether your firm processes 1,000 or 20,000 accounts per day.
See RedBlack in action in a personalized demo tailored to your requirements.
Using innovative technology and intuitive design, RedBlack provides the most advanced investment management platform in the industry. Dynamic and adaptable, RedBlack efficiently, accurately and reliably automates your firm’s unique investment management approach while streamlining workflows through connectivity with many platforms, brokers and custodians.
Read moreSome of the most successful RIAs, family offices and wealth advisors use RedBlack to scale to growth while exceeding their clients’ expectations for personalized, high-quality service. Here are just a few.
“RedBlack is not only providing advanced rebalancing capabilities, but is able to deliver custom functionalities that are unique to our business and give us that extra competitive edge in investment strategy, service and transparency.”
"We’ve been through many technology projects and vendor migrations over the years, and our experience with RedBlack has been among the best.”
“It was important for us to have a long-term, scalable solution in place that would bring trading across the various platforms together. With RedBlack, our operations are becoming more seamless and efficient.”
Pennsylvania-based registered investment advisor (RIA) firm Logan Capital Management has implemented rebalancing and trading software from RedBlack, an intelliflo solution, as part of a major initiative to enhance its ability to support the sophistication and scale of its growing business.
Independent registered investment advisor (RIA) firm Clifford Swan Investment Counselors has gone live on the RedBlack software solution for advanced rebalancing, householding, directed trading and trade-away order management.
Leading investment technology solution provider, RedBlack Software, is participating in several community programs throughout the holiday and winter season to help residents overcome economic and social challenges.
Wilton, CT-based registered investment advisor (RIA) Round Rock Advisors has gone live on the RedBlack software solution for advanced rebalancing and streamlined trading to support business growth and a diverse set of clients,
Newton, Mass.-based registered investment advisor (RIA) and family office, Adviser Investments has expanded its use of RedBlack’s rebalancing software to manage the raising and investment of cash across client accounts tracked in
As part of its commitment to implementing technology that will add value to the client experience, Pittsburgh, Pa.-based wealth management firm Fort Pitt Capital Group has chosen RedBlack’s rebalancing software.
Atlanta, GA May 13, 2020 — RedBlack Software LLC, a market leader for portfolio rebalancing and trading, today announced that BakerAvenue Wealth Management, a San Francisco-based registered investment advisor with approximately $1.5
Atlanta, GA, April 9, 2020 — RedBlack Software LLC, a market leader for portfolio rebalancing and trading, today announced that Obermeyer Wood Investment Counsel, LLLP (Obermeyer Wood), an Aspen and Denver-based registered
Atlanta, December 11, 2019 – Invesco Ltd., a global independent investment management firm, announced today the expansion of its digital wealth business supporting advisors, end- investors, and financial institutions with industry-leading
Technology Enables Investment Advisory Firms to Maximize Productivity, Reduce Costs and Save Time BEDFORD, N.H., November 19, 2019 — RedBlack Software LLC, the independent market leader for portfolio rebalancing and trading, today
Viewpoints
Tax planning should be a year-round activity—not just an annual event centered on tax season. Here are several key ways advisors can ensure their rebalancing and trading remain in sync with their clients’ tax requirements and objectives.
The ongoing success of registered investment advisory (RIA) businesses depends on providing clients with personalized touch points and fast, thorough responses.
The sophistication of an RIA or family office must match that of the rebalancing and trading solution they use. Smart and experienced financial advisors serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients know this all too well. It
Advisors shifting from account-based portfolio modeling to householding continues across the wealth management industry at an accelerated pace. As household modeling is certainly not a new phenomenon, advisors who have not yet made the
Single- and multi-family offices as well as RIAs serving sophisticated, multi-generational clients must continuously meet or exceed their expectations. Delivering a high level of tailored investment and portfolio services relies on the
Eight out of 10 wealth management executives regard technology as a significant factor in gaining market share, according to Deloitte. But financial advisory firms embarking on a project to select and implement a new software solution face many
After a short hiatus in the second quarter of 2020 due to the pandemic, merger and acquisition (M&A) activity among registered investment advisors (RIAs), family offices and wirehouse breakaways rebounded in June, continuing the upward trend
Even in the current environment of unprecedented market volatility and concerned clients demanding more attention, many wealth managers are working on growing their businesses. A personalized touch and fast, thorough responses to questions
The COVID-19 pandemic has created market volatility never seen before. At the same time, remote work is placing technology at the center of everyone’s day – financial advisors and investors alike – and personal touches with clients matter.