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RedBlack is an Addepar Premier Partner for rebalancing & trading

 

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Working hand-in-hand

Bringing the best of both worlds, together.

RedBlack's integration with Addepar, allows firms to import over 75 fields of data from Addepar directly into RedBlack's rebalancing and trading platform.

RedBlack has extensive experience onboarding Addepar clients of all sizes.

RedBlack can manage many of the complex security types that a typical Addepar client may utilize, including:

  • SMAs
  • Alternatives
  • Private placements

RedBlack can manage complex portfolios at scale

Enterprise-level reliability for RIAs of all sizes

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Monitoring

Monitor portfolios at the account or household level

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Pre-trade compliance

Ensure alignment of clients' investments with IP statements and specific needs

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Rebalancing and trading

Differentiate and scale growth with advanced rebalancing plus directed trading

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Review and approval

Contextually review and approve trades

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Order management

Streamline workflows while achieving best execution.

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Post-trade compliance

Protect clients while reducing risk and errors

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RedBlack by the numbers

+

years serving investment management firms

%

of the largest advisory firms use RedBlack

industry awards in the last 3 years

+$ B

assets managed on platform

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Integration features

Data stored in Addepar is populated within RedBlack, enabling advisors to efficiently perform security-level rebalancing and trading, and maintain portfolios within targeted allocations.

Standard data Enhanced data Coming soon
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Standard data

  • Import security master and classifiers
  • Import accounts
  • Import positions and balances
  • Import trade lots
  • Import transactions
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Enhanced data

  • Import household structure
  • Import model assignments
  • Import IPS assignments
  • Import advisor assignments
  • Import SMA details
  • Import custom fields
  • Import ownership structure
  • Import cost basis methods

 

Coming soon

  • Single-sign-on (SSO)
  • Addepar trading dashboard integration
  • Automated data import

Key benefits of using RedBlack + Addepar together

Single source of truth

Access your aggregated and reconciled data from Addepar to monitor and maintain portfolios within target allocations with confidence.

Simplified rebalancing and trading

The integration allows advisors to access data, perform security-level rebalancing, execute trades, and manage liquidity - all in one place to simplify the process.

Automated and flexible workflows

The integration is flexible enough to automate desired workflows and adapt to changing needs as business evolves.

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