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CASE STUDYAlpha Capital Family Office
scales growth and efficiency with RedBlack
Customer profile
Alpha Capital
Alpha Capital is an outsourced family office that focuses on a holistic approach to assisting multigenerational business owners and high-net-worth families. Focused on a comprehensive approach to client financial well-being, the firm advises on complex transitions such as business ownership succession and retirement planning.
As the firm continued to grow, scalability and efficiency became critical priorities. This led them to RedBlack in 2024 to help streamline day-to-day trading, rebalancing, and compliance. "Technology is a big part of our growth, and we know we need to use it well," affirmed Tom Riley, CFA®, Senior Portfolio Manager at Alpha Capital Family Office.
Challenge
Supporting firm growth and sophisticated client needs
As the firm continued to grow, scalability and efficiency became critical priorities. This led them to implement RedBlack in 2024 to help streamline day-to-day trading, rebalancing and compliance.
Previously using Wealthscape through Fidelity, the firm sought a solution with improved functionality, ease of use, and robust compliance tools to support its growth trajectory. Alpha Capital also wanted a platform that could evolve alongside the firm’s needs, providing features such as tax efficiency and seamless trade execution
Solution
Advanced rebalancing and trading
To address these challenges, Alpha Capital implemented RedBlack for advanced rebalancing and trading. The implementation process was guided by a dedicated trainer to bridge the gap between technology experts and non-technical users.
While still in the early stages of adoption, Alpha Capital is optimistic about the platform’s potential. Riley highlighted specific features such as easy-to-implement trading rules, pre- and post-trade compliance checks, and the promise of tax efficiency tools like tax-loss harvesting
“We’re not a typical wealth management firm. We focus on the whole client—private assets, real estate, income-producing investments—not just stocks and bonds. To support this vision, we needed a technology partner to help optimize daily trading and rebalancing processes while maintaining compliance."
Tom Riley, CFA®, Senior Portfolio Manager
Alpha Capital Family Office
Impact
Efficiency, scalability, compliance, and client service
Though the implementation is ongoing, and full functionality is expected by year-end, Alpha Capital is already seeing benefits in terms of ease of use, scalability, and compliance features.
“The ease of navigating around and executing mega trades has been great,” Riley stated. RedBlack's capabilities align with the firm’s strategic goals to scale its operations efficiently as the client base grows. The platform’s robust compliance features ensure Alpha Capital can manage regulatory complexities with confidence.
For Alpha Capital Family Office, adopting RedBlack represents a significant step toward achieving greater efficiency, scalability, and client service excellence. The platform’s intuitive design and comprehensive features position it as a key enabler in the firm’s journey to streamline operations and support a growing client base. Looking ahead, Riley anticipates leveraging additional features, such as tax-loss harvesting, to enhance client portfolios.
"We’re excited about the possibilities. RedBlack
is helping us transition to a platform that’s intuitive and aligned with our commitment to serving the whole client."
Tom Riley, CFA®
Senior Portfolio Manager, Alpha Capital Family Office
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