Differentiate, Compete and Grow with Advanced, Scalable Rebalancing and Trading
RedBlack provides game-changing rebalancing and trading capabilities that help advisors differentiate, compete and grow their firms. Our rebalancing and trading capabilities incorporate all your pre-trade rules related to portfolio drift, investment policy, restrictions, equivalents, rebalance settings, and asset location preferences. With RedBlack, you can perform rebalance actions from anywhere within the platform including drift reports, security cross-reference reports, and portfolio list views.
Advanced Features for Top Advisors
Modeling
RedBlack lets you create different types of models to implement your investment management strategies, including blended models that improve maintainability and allow sleeve rebalancing.
Accounts and Households
Rebalance at the account or household level. Rebalance individual portfolios, portfolio groups or rebalance globally. RedBlack makes it fast and simple.
Tax Sensitive Rebalancing
With RedBlack, you can rebalance households in a tax-sensitive manner using the industry’s most sophisticated location optimizer. Create unlimited rule sets and rules at the household, account and asset classification level, and for cash
Held-Away Accounts
Our platform lets you easily incorporate held-away accounts including 401(k)s, 403(b)s and variable annuities.
Rebalancing Actions
Efficiently rebalance portfolios in full, rebalance individual positions, and rebalance sleeves in a blended model, as well as invest or raise cash.
Directed Trading
RedBlack provides directed trading capabilities that let you adjust positions, change position sizes, close positions and replace positions across accounts or households.
Multiple Security Types
Our platform enables you to use a wide variety of security types including equities, ETFs, mutual funds, individual bonds, unit trusts, SMAs and Limited Partnerships
Equivalents
With RedBlack, you can use different types of equivalents to manage legacy positions, mutual fund share classes, and preferred securities.