Simplify cash management

Helping advisors eliminate manual errors, streamline operations and unlock growth.

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Where control meets confidence

For RIAs, managing cash across accounts, households, and custodians isn’t just complex—it’s critical.

Portfolio intricacies, sweep rules, tax implications, and real-time flows turn daily operations into a high-stakes balancing act.

RedBlack's rebalancing and trading platform empowers advisors to stay fully invested, optimize tax outcomes, and deliver personalized service—at scale.

Clarity in every cash decision

Offering precision, consistency and control, without compromising service for your clients

  • Manage cash targets, liquidity needs and sweep settings across related accounts.
  • Consolidated views ensure every cash move aligns with broader client goals.
  • Allow tradeable money market funds to act as a sweep vehicle, enabling seamless cash management.
  • Automatically invest cash in higher yield investments while staying in line with custodian-specific rules and client cash requirements.
  • Prioritize sales by cost basis, gain/loss status, and holding periods.
  • Minimize taxable gains when raising cash for rebalancing, distributions, or new investments.
  • Update cash targets, sweeps, or model allocations across hundreds of accounts in minutes.
  • Maintain consistency and scale without sacrificing personalization.
  • Monitor trades and respond to market shifts in real time.
  • Invest idle cash quickly to reduce drag and capture opportunities.
  • Monitor cash and margin usage across portfolios.
  • Maintain compliance and act on shortfalls before them become problems.
  • Track cash leaving portfolios by matching withdrawal requests with transactions.
  • Prevent wash sales and accidental buybacks.
  • Trade every cash-related action.
  • Apply client-specific restrictions and custodian rules with precision.

"Managing cash effectively has become crucial for any advisor, which is why we have purpose-built enhancements to address the most common pain points."

Jennifer Valdez
Chief Revenue Officer, RedBlack

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