Our Approach

Implementing your firm’s unique investment management approach and enabling you to manage it efficiently, accurately and reliably – that is what RedBlack is all about. We make the complex simple.

Solution Benefits


Short Learning Curve

The intuitive design combined with personalized training provides a quick return on your investment in RedBlack. With insight into your practice, workflow and what drives your rebalancing and trading decisions, we tailor your training to match your requirements.

Reduce Operational Costs

Workflow efficiencies enable you to trade more and manage more money, increasing your margins and growing your business while decreasing operational costs.

Grow Seamlessly

Whether you have millions or billions of dollars in AUM, our modular solution is always a perfect fit. As your needs evolve, the solution automatically scales to meet those needs.

Protect Your Clients and Yourself

With real-time compliance and restriction validation, rest assured that your clients are always invested according to their investment policy statement and other specific needs.

Boost Operational Efficiencies

Automating rebalancing and trading lets you do more in less time, freeing up time to grow your business.

Improve Performance

You can be confident that your rebalancing and trading strategies are applied properly and promptly to enhance portfolio performance.

Freedom to Take Action

Confidently and quickly respond to market movements. With the ability to direct trades across thousands of portfolios in minutes, the decision to trade is now solely based on strategy. Operational effort is no longer a concern.

Platform Components

Platform Features

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Workflow Efficiencies

RedBlack solutions streamline your desired workflows for monitoring, rebalancing, pre-trade compliance, trading, order management and post-trade compliance. The dynamic and adaptable platform makes it easy to build in new processes or eliminate old ones, enabling you to continuously improve your investment management workflow. Intuitive user interfaces with alerts, notes, and customizable views provide an immersive experience. As part of training and implementation, our client relationship managers use their experience from working with hundreds of firms to advise on best practices and proven workflows.

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Governance

Governance is a core component of all RedBlack solutions. Use familiar concepts such as users, roles and permissions to control access to all areas of the application. Establish access controls at a various levels of granularity to suit your firm size, organizational structure and requirements. Take control of compliance, create trust, prevent unauthorized access, audit user activities, and remove the need for manual oversight.

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On premise or in the cloud

Installing RedBlack solutions on premises leverages existing IT infrastructure, delivers the best performance, and provides the peace of mind that your data never leaves the office. Updates are downloaded and applied automatically, making the software virtually maintenance free. Using RedBlack in the cloud is cost-effective and easy: no server to maintain and no software to update. Backup and disaster recovery are automatic and transparent, and the virtual desktop environment makes it seem like you are working on your own computer. Data resides safely in an ultra-secure data center.

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Seamless platform integration

RedBlack solutions are based on an open architecture platform and interface with all major custodians and brokers as well as a wide variety of third-party applications. The data is readily accessible and owned by you.

Learn more about RedBlack integrations
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Tailor your solution to your workflow and growth

The RedBlack core solution can be customized with a selection of modules, giving you choice and flexibility. Subscribe to only the modules that you need. As your business grows, add additional modules and scale your solution to your needs.