Workflow efficiencies make it effortless to execute your strategies and increase your AUM - improving your margins and growing your business while decreasing operational costs. RedBlack’s automated rebalancing process and timely execution of trades result in improved portfolio performance and a more efficient and profitable business practice. Our platform’s intuitive design combined with personalized training provide a quick return on your investment.
Dynamic, adaptable, and scalable, RedBlack streamlines your desired workflows for monitoring, rebalancing, pre-trade compliance, trading, order management and post-trade compliance. We will implement your firm’s unique investment management approach and enable you to manage it efficiently, accurately, and reliably. As your firm grows, RedBlack grows with you.
At RedBlack, everything we do is client-centric and based on our deep industry knowledge and best practices. Our team works directly with yours to customize your onboarding experience to your firm’s specific needs, managed by experts who understand your unique business and investment management workflows. Our nimble development team listens carefully and collaborates with our entire client community to deliver a continuous flow of enhancements and new functionality each and every quarter.
When you decide to work with RedBlack, you are working with a true partner for success. Even before scheduling a demonstration, we strive to gain insight into your practice, your workflow, and your rebalancing and trading decisions. We understand that you have a unique investment management approach that gives you a competitive advantage. Our goal is to deliver a premium solution tailored to your specific needs.
RedBlack is part of the global intelliflo brand of intuitive end-to-end solutions spanning the advisory lifecycle – supporting more than 30,000 financial advisors worldwide, representing over three million end-investors, and totaling over $900 billion advised across its platforms. RedBlack’s best-in-class rebalancing and trading solution provides our customers easy access to leading technology and investment partners through our open architecture integration to deliver advisor-powered digital flexibility, efficiency and innovation.