Rebalancing That’s Proven to Drive Growth

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.

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Precision

Achieve greater portfolio modeling precision by assessing trade restrictions and hypothetical investment decisions, or using rules for a select time period.

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Personalization

Become more adaptable to clients’ specific needs with flexible, tailored models that fit their preferences using rules, parameters, exceptions, what-if scenarios – and more.

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Efficiency

Use tactical rebalancing, tax-loss harvesting, and making incremental portfolio adjustments to make sure clients are where they need to be.

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Scale

Process many accounts, manage all related data, and scale across functions effectively – whether your firm processes 1,000 or 20,000 accounts per day.

Exceed Your Clients’ Expectations with RedBlack

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See RedBlack in action in a personalized demo tailored to your requirements.

The RedBlack Solution


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.

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Top Advisors Use RedBlack

Some 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.

What Our Clients Say

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“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.”

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"We’ve been through many technology projects and vendor migrations over the years, and our experience with RedBlack has been among the best.”

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“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.”

Viewpoints

What Should RIAs Expect – and Demand – from their Cloud Platform? | RedBlack Viewpoint
On October 11, 2021
What Should RIAs Expect – and Demand – from their Cloud Platform?

A strong preference of RIA firms to move towards low-impact, small footprint cloud-based or SaaS solutions is taking hold. However, the success of cloud initiatives has varied significantly. We see four main qualities emerging from providers with the most effective cloud initiatives.

Are You Prepared for the Next Generation of ESG Investors? | RedBlack | Viewpoint
On July 21, 2021
Are You Prepared for the Next Generation of ESG Investors?

Advisors who are in a position to offer ESG investment opportunities will be better equipped to attract new clients, retain existing ones, and keep pace with a changing investor landscape.

Customizing Model Portfolios at Scale with Target Overrides: A Use Case | RedBlack Viewpoint
On May 17, 2021
Customizing Model Portfolios at Scale with Target Overrides: A Use Case

Customizing model portfolios at scale is a key requirement of top investment advisors and family offices. This use-case describes how an OCIO launched scalable customization across a diverse book of household-level business.

Like Rebalancing, Tax Planning Is Not Just an Annual Event: Here’s Why | RedBlack Viewpoint
On April 19, 2021
Like Rebalancing, Tax Planning Is Not Just an Annual Event: Here’s Why

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.

5 Key Technology Success Factors for RIA Growth | RedBlack Viewpoint
On February 9, 2021
5 Key Technology Success Factors for RIA Growth

The ongoing success of registered investment advisory (RIA) businesses depends on providing clients with personalized touch points and fast, thorough responses.

Why Some Rebalancing and Trading Solutions Fail the Savviest Advisors | RedBlack Viewpoint
On January 19, 2021
Why Some Rebalancing and Trading Solutions Fail the Savviest Advisors

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

How Householding Can Help Advisors Change the Client Conversation and Strengthen Relationships | RedBlack Viewpoint
On December 9, 2020
How Householding Can Help Advisors Change the Client Conversation and Strengthen Relationships

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

How Advanced Rebalancing Can Help Family Offices Meet Complex Needs of Wealthy Clients | RedBlack Viewpoint
On November 11, 2020
How Advanced Rebalancing Can Help Family Offices Meet Complex Needs of Wealthy Clients

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

5 Best Practices for Selecting the Right Wealth Technology Vendor for Your Firm | RedBlack Viewpoint
On October 14, 2020
5 Best Practices for Selecting the Right Wealth Technology Vendor for Your Firm

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

Viewpoint: M&As on the Move: Five Technology Essentials to Successfully Transition New Advisors and Scale to Growth
On September 16, 2020
M&As on the Move: Five Technology Essentials to Successfully Transition New Advisors and Scale to Growth

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

Latest News

RedBlack, an intelliflo Solution, Launches Cloud-Based Rebalancing and Trading Platform
On October 12, 2021
RedBlack, an intelliflo Solution, Launches Cloud-Based Rebalancing and Trading Platform

RedBlack, an intelliflo solution, has released the cloud edition of its market-leading portfolio rebalancing and trading platform. The RedBlack Cloud Edition provides a high-performance software-as-a-service (SaaS) solution to deliver advanced, personalized rebalancing and robust order management at scale in a multi-custodian environment.

Sound Income Strategies Chooses RedBlack, an intelliflo solution, to Streamline Trading and Implement Dynamic Model Strategies
On June 23, 2021
Sound Income Strategies Chooses RedBlack, an intelliflo solution, to Streamline Trading and Implement Dynamic Model Strategies

Sound Income Strategies, an RIA firm with more than $1.4 billion in AUM, has implemented RedBlack, an intelliflo solution, to create block orders for best execution on one platform across multiple portfolios.

Logan Capital Management
On April 12, 2021
Logan Capital Paves Growth Path with RedBlack’s Rebalancing and Trading Technology

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.

On January 11, 2021
Clifford Swan Investment Counselors Goes Live on RedBlack Rebalancing and Trading to Scale to Growth and Meet Evolving HNW Client Needs

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.

Giving Back: RedBlack Helps Community Residents in Need | RedBlack News
On December 8, 2020
Giving Back: RedBlack Helps Community Residents in Need

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.

Round Rock Advisors Goes Live on RedBlack Rebalancing and Trading Software | RedBlack News
On December 1, 2020
Round Rock Advisors Goes Live on RedBlack Rebalancing and Trading Software

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,

Adviser Investments Streamlines High-Volume Cash Actions on Plan Distributions with RedBlack | News
On August 24, 2020
Adviser Investments Streamlines High-Volume Cash Actions on Plan Distributions with RedBlack

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

Fort Pitt Capital Group Selects RedBlack to Meet Clients’ Advanced Rebalancing Requirements | RedBlack News
On July 31, 2020
Fort Pitt Capital Group Selects RedBlack to Meet Clients’ Advanced Rebalancing Requirements

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.

BakerAvenue Wealth Management Selects RedBlack for Portfolio Rebalancing, Order Management and Straight-Through Processing | News
On May 13, 2020
BakerAvenue Wealth Management Selects RedBlack for Portfolio Rebalancing, Order Management and Straight-Through Processing

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

On April 9, 2020
Obermeyer Wood Investment Counsel Positions for Long-Term Growth with RedBlack Advanced Rebalancing & Trading Solutions

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