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Where alternatives access meets portfolio precision

 

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Working hand-in-hand

RedBlack is the first OMS to integrate with CAIS.

Through the integration, advisors with CAIS platform access can view their available funds on the CAIS platform directly within RedBlack's award-winning rebalancing and trading platform.

Helps advisors achieve:

  • Unified workflow
  • Fund visibility
  • Straight-through processing
  • Status control

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

+$ Trillion

assets managed on platform

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Integration features

Transmit alternative investments transactions initiated on RedBlack's OMS to CAIS.

Unifies alternatives and portfolio management into one seamless workflow, eliminating the swivel-chair experience and giving advisors a simplified way to allocate to alts.

Access funds available on the CAIS platform directly inside RedBlack's platform, empowering portfolio and trading teams with immediate visibility into alternative investments without leaving their core trading platform.

Allows advisors to initiate, submit, and track CAIS trades natively in RedBlack—reducing operational drag and lowering error risk.

Keeps trading teams in control with status updates, ensuring that time-sensitive statuses receive immediate attention.

Automatically preserves portfolio allocation targets and cash while awaiting placements, maintaining portfolio intent and exposure—removing a major pain point for firms scaling alts.

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Step-by-step workflow

View funds

View the funds available on the CAIS platform directly in RedBlack's security master.

Make investments

Submit orders for alternatives investments.

Monitor progress

Track the status of CAIS order placements from the RedBlack's Trade Blotter feature.