Rebalance smarter. Trade faster. Scale with confidence.

We help you manage even the most complex portfolios

Rebalance & Trade_platform

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.

 

Rebalancing and trading - personalization_v5

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, Sound Income

Rana Chander
Chief Operating Officer, Sound Income Strategies

RedBlack is much easier to use and more intuitive than our previous platform. Our team adapted quickly, and having the ability to easily filter and export data has been a major advantage.
Brad Dalton

Brad Dalton
Partner and Sr. Portfolio Manager, Eton Advisors

The partnership during implementation has been excellent. As a non-technology person, it was initially tricky, but patience on both sides made it work. The intuitiveness of RedBlack has been really nice.
Tom Riley, Alpha Capital

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.