Top Advisors Use RedBlack

Here are just a few.

What Our Clients Say

Latest News

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"With RedBlack, our rebalancing and trading is more science than art, and has become faster and more accurate, standardized, and cost-effective. That’s how you build something better, meaningful and scalable – and it’s how we run our shop."

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"In addition to RedBlack being the best rebalancing platform for our needs, with a Clearwater integration, we were also impressed with its householding and multi-tier modeling capabilities, as well as the level and consistency of service they provide."

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“We needed a more efficient and sophisticated solution to match our diversified investment strategies tailored to client needs. RedBlack worked closely with us to ensure a superior rebalancing process across our trading department, principals and portfolio managers. The result is a best-of-breed technology ecosystem with advanced rebalancing capabilities and workflow efficiencies to help us continue along our growth path.”

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"RedBlack provides us with the ability to scale our growing business, and our investment counselors, traders, portfolio managers and trade-away brokers with the efficiencies they need to meet clients’ specific requirements."

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“RedBlack is not only providing advanced rebalancing capabilities, but is able to deliver custom functionalities that are unique to our business and give us that extra competitive edge in investment strategy, service and transparency.”

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“It was important for us to have a long-term, scalable solution in place that would bring trading across the various platforms together. With RedBlack, our operations are becoming more seamless and efficient.”

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“We estimate that RedBlack saves us more than 200 hours a year in portfolio management.”

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“With RedBlack, the time we spend on trading has dropped to less than half of what it was. With the same team, we are now able to serve many more clients.”

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"As we bring on more advisors and grow our client base, we need technology to meet advanced rebalancing requirements as well as integrations to streamline trading. RedBlack provides the sophisticated tools our advisors need to quickly excel and play an integral role in our firm’s success story over the long term.”

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“RedBlack was instrumental in our conversion to a discretionary trading model. The speed with which we can generate investment proposals, raise cash in different ways, and adjust portfolios, has improved dramatically.”

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“Trading away and using broker-specific algorithms for best execution are a part of our added value to our clients. RedBlack’s Order Management System automates the tedious workflow and makes it an intuitive and efficient operation.”

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“The evolution of the RedBlack platform made it an easy decision for us. We have always found that, whether we needed new functionality or wanted to streamline a manual Excel process, RedBlack has worked with us to ensure an even better solution than the one we had in place.”

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“Often you are talking to people at RedBlack who have been there for many years, and they understand the software extremely well. [RedBlack] takes the pulse of the market, which is important because not all companies are doing that to drive their future development.”

    Latest News

  • Twenty Advisory Firms Select Cloud-Based Edition of the RedBlack (an intelliflo Solution) Rebalancing and Trading Platform

  • Case Study: Hirtle Callaghan Transforms Rebalancing and Trading Operations with intelliflo’s RedBlack

  • Dover Partners Chooses intelliflo’s RedBlack for Ability to Integrate with Existing Software and Better Customer Service

  • RedBlack, an intelliflo Solution, Launches Cloud-Based Rebalancing and Trading Platform