Best-in-Class Investment Management Technology

RedBlack helps the most sophisticated wealth managers to make the complex simple – efficiently, at scale. Our advanced rebalancing and trading software empowers registered investment advisors (RIAs) of all sizes, including family offices, to differentiate, grow profitably, and deliver greater value to clients.

We provide a single platform that delivers comprehensive rebalancing and trading capabilities, including portfolio monitoring, pre-trade and post-trade compliance, and order management. We seamlessly integrate with your technology stack and empower your advisors to achieve superior precision, personalization and efficiency.

about.jpg

Fast ROI

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.

about.jpg

Tailored Workflows Workflows

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.

about.jpg

Deep Expertise

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.

about.jpg

True Partnership

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.

about.jpg

Global Innovation

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.