Case studies

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

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Venturi Private Wealth

Discover how Venturi Private Wealth replaced legacy systems with a best-in-class tech stack to scale to $3.6B without adding headcount.

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Vicus Capital

Discover how automation, flexibility, and partnership fueled Vicus Capital’s next stage of growth.

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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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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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Balentine

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

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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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