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Disclosures
Last updated March 27, 2026
Table of Contents
1. Important Partner Disclosures
RedBlack compensates Comply under a referral arrangement for certain customers referred through https://redblacksoftware.com/solutions-for-rias. If a visitor referred through this page enters into an agreement with RedBlack, RedBlack currently pays Comply up to 10 percent of the first-year fees billed for the applicable RedBlack offering. No payment is made up front. Compensation is earned and paid over time only if the referred visitor becomes a RedBlack customer and RedBlack bills fees for the applicable offering during the first year.
Because Comply is compensated for referrals, Comply has an incentive to refer visitors to RedBlack. Comply also has an incentive to maintain a positive commercial relationship with RedBlack. Comply is not a current advisory client of RedBlack and is not an investor in RedBlack.
2. Affiliates
RedBlack Software, LLC ("RBS") and RedBlack Advisers, Inc. ("RBA") are indirect affiliates under common control through their respective parent holding companies. RBS provides RedBlack's wealth technology offerings described in the Wealth Technology section of this site, while RBA provides RedBlack's outsourced services offerings described through the Outsourced Services section of this site. RBA is an SEC-registered investment adviser; RBA is not and its software technology offerings do not provide investment advice.