Rebalance smarter. Trade faster. Scale with confidence.
We help you manage even the most complex portfolios

Create your competitive edge
Portfolio monitoring
that never rests
Do more in less time and apply strategies instantly across portfolios. RedBlack helps you boost efficiency and deliver better outcomes with less lift.
Pre-trade compliance
without the stress
Real-time compliance validation to ensure portfolios stay aligned with client mandates - so you reduce risk while building trust.
Cash and tax management
with intelligent tech
Optimize cash allocation and tax outcomes - helping you deliver real, measurable value to every client.
Rebalance and trade
with ease
Respond to fast market movements and direct trades across thousands of portfolios in minutes.
Order management
made simple
Manage, route and execute orders with ease. RedBlack streamlines the entire trading lifecycle for accuracy and speed.
Post-trade compliance
that reduces risk
RedBlack delivers precise trade reconciliation, accurate order fulfillment, and seamless DTCC confirmations that gives you peace of mind.
Say goodbye to manual
processes and hello to momentum
Our award-winning solution helps you move faster and stay ahead,
taking your processes from days to minutes — giving you precious time back for your clients.
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Personalization
Meet your clients’ unique needs with tailored models using rules, exceptions, what-if scenarios and more.
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Protection
Improve trust, transparency and service quality with our pre-trade and post-trade compliance capabilities.
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Efficiency
Use tactical rebalancing, tax-loss harvesting, and incremental portfolio adjustments to help clients achieve their goals.
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Scalability
Whether you manage 100 accounts or 100,000 - scale your operations with confidence and ease.



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Real results. Real impact.
RedBlack is trusted by leading RIAs, Family Offices, and Wealth Managers to help drive growth.
Don’t just take our word for it - hear how firms like yours are creating value with RedBlack.
Our trading team is thrilled—they can now execute thousands of trades effectively. We're not just keeping up with our growth; we're setting ourselves up to scale even further.

Rana Chander
Chief Operating Officer, Sound Income Strategies

Brad Dalton
Partner and Sr. Portfolio Manager, Eton Advisors

Tom Riley CFA®
Sr. Portfolio Manager, Alpha Capital Family Office
Discover RedBlack
Book time with our team to learn how you can simplify
portfolio management and scale your business.