Case studies

Hear directly from our customers about their experience implementing and using RedBlack's solutions.

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Eton Advisors

From sunset to success, read how Eton Advisors upgraded their rebalancing and trading platform after their previous provider stopped service.

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Alpha Capital Family Office

Learn how an outsourced family office scaled their growth and efficiency with rebalancing technology.

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Sound Income Strategies

Discover how a private RIA doubled its assets in three years by implementing an advanced rebalancing and trading solution.

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Hirtle Callaghan & Co

See how Hirtle Callaghan used our investment management solution to efficiently customize portfolios, streamline manager workflows, and improve client outcomes.

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Balentine

Balentine relied on RedBlack to streamline trading operations as data and complexity increased to help support their growth.

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Fiducient Advisors

Fiducient Advisors, a RedBlack user since 2013, identified key needs and shifted to a long-term, sustainable technology strategy.

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Signet Financial Management

 

As Signet Financial Management grew, its existing rebalancing tool couldn't handle increased complexity or evolving client needs. The firm switched to a more efficient solution to support their operations.

 

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