Take the complexity out of portfolio accounting

Eliminate manual processes and inefficient workflows with a comprehensive suite that includes portfolio reporting, billing, and branded client portal.

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See everything clearly - across every client

 

Help your clients make sense of their scattered financial footprint.

RedBlack brings everything together so you can see the full picture, stay proactive and serve clients with confidence.

A unified, intuitive system for portfolio management.

Trusted by advisors and enterprise firms across the industry.

Direct integration with leading custodians and access to data aggregation networks.

Simplify complex portfolios with one easy view.

Professional talking to man and woman

From prep to payment - billing made easy

 

Prepare, invoice, and collect advisory fees with ease. RedBlack’s portfolio accounting centralizes the process, reduces risk, and keeps your billing as smart as the rest of your business.

Client access - anytime, anywhere

 

Give your clients 24/7 access to their portfolio through a secure and personalized portal. Share performance, reports and key documents to ensure connection and transparency. 

Let's simplify the complex, together

Discover how our platform simplifies portfolio management, streamlines billing, and gives you time back for clients.

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