Revolutionize your portfolio management


Boost efficiency, streamline workflows, and maximize client value with award-winning advisor technology.

Ready to transform your business?
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A solution proven to drive growth

Streamline complex portfolio management tasks, allowing you to focus on what matters most – serving your clients and growing your practice by improving your rebalancing and trading processes with: 

  • Real-time compliance and restriction
  • Agile market response
  • Reduced operational costs
  • Improved performance and operational efficiencies
  • Continuous solution enhancements to future-proof your ability to evoke and scale

"RedBlack provides a compelling household view—something we simply could not find anywhere else—which creates a great experience for advisors to determine the appropriate rebalancing trades to make and how they want to manage their portfolio."

Patrick Chase
Executive Director, Enterprise Applications

Fiducient Advisors logo

“We’re excited about the possibilities and realize technology is key to improving client and employee experiences, and we’re confident intelliflo redblack will be a part of that evolution as a true partner with whom we can grow.”

Benjamin Webb, CFA®
Director of Manager Selection and Implementation

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“With RedBlack, our rebalancing and trading is more science than art and has become faster, more accurate, standardized, and cost-effective. That’s how you build something better, meaningful, and scalable – and it’s how we run our shop.”

Darrick Ganster, CIPM
Vice President Portfolio Implementation and Data Teams

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Integrate to innovate

Streamline your operations with easy integrations

RedBlack's open architecture provides integrations through APIs with a wide variety of portfolio management, trust accounting and order management systems, custodial data providers, brokers, market data feeds, your current systems, and more.

  • Manage the full trade lifecycle
  • Execute multi-custodial orders via FIX
  • Improve trade reconciliation
  • Take faster action on tactical and strategic changes
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Unlock the power of investment management

What does it take to run your wealth management business like a hyper-efficient institutional shop?

Having the right tools on hand to save you time and hassle, without sacrificing the client service experience. RedBlack adapts to your unique investment management approach and powers your wealth management needs by allowing you to:

Customize model portfolios at scale

Enhance confidence and client experience

Automate core activities of your wealth management firm

Optimize workflows that increase margins while decreasing operational costs

Take the leap

Speak with our team to discover how RedBlack can enhance your advisory experience from every angle.

Schedule a call