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Empower your investment portfolio strategy
Leverage award-winning tech to streamline your portfolios and stay aligned with your client objectives.
Ready to transform your business?
Choosing the right investment management platform
RedBlack is a cutting-edge investment management tool designed to simplify and optimize the way financial professionals manage portfolios.
With advanced capabilities in rebalancing, trading, and portfolio analysis, our investment management software helps you deliver superior results for your clients while saving time and improving efficiency.
Streamline portfolio operations
Simplify every step of the investment management system lifecycle with
our cloud-based software.
Rebalancing at scale
Do more in less time with RedBlack's ability to handle over 150,000 orders in under 20 minutes.
Advanced tax efficiency
Detect wash sales across accounts and households, screen for tax-loss harvesting opportunities, and simplify cash management.
Household-level rebalancing
Make better-informed decisions with configurable rules and preferences tailored to your firm's needs.
Enhanced portfolio analysis and reporting
Generate detailed, intra-day reports using our intuitive investment management reporting software. Ensuring transparency and precision in every client interaction.
"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
Partner and Senior Portfolio Manager
Optimize wealth and asset planning
Leverage our advanced tools to create tailored strategies for your clients’ wealth growth.
Whether you’re managing individual or multiple accounts, our asset investment planning software empowers you to make data-driven decisions such as:
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Wash sale detection: Spot wash sales across accounts, households, and even families of accounts.
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Sophisticated logic: Rebalance with precision—even when managing thousands of accounts—so trades align perfectly with tax strategies and client objectives.
- Tax-loss harvesting: Sell securities at a loss either in full or in part, automatically buy a specified substitute and simultaneously create a restriction to prevent liquidation of the substitute.
RedBlack is changing the game
RedBlack is the rebalancer of choice for firms that need speed, accuracy, and scalability
Trusted by top 30% of the 10 largest RIAs managing $839 billion in assets, it rebalances up to 150,000+ trades in under 20 minutes.
Award-winning technology
Recognized as a leader in innovation for financial advisors and wealth managers.
Scalable solutions
Ideal for RIAs, family offices, and institutional investors managing diverse portfolios
See RedBlack in action
Experience the future of wealth management with RedBlack
– the trusted choice for financial professionals.