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RedBlack's Solutions for RIAs

Explore RedBlack's wealth technology and outsourced investment management services for advisory firms.

Partner Disclosure: Comply receives compensation from RedBlack in connection with referrals from this page, which gives Comply an incentive to refer visitors to RedBlack. Comply is not a current advisory client or investor of RedBlack. See Important Partner Disclosures.

Learn more about RedBlack's solutions

Two RedBlack Service Options

RedBlack offers wealth technology and outsourced investment management and back-office services for RIAs through
separate solution paths designed for different operational needs.
 
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Wealth Technology

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Outsourced Services

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Wealth Technology

Manage complex portfolios at scale

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Portfolio monitoring

Do more in less time and apply strategies instantly across portfolios.

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Pre-trade compliance

Real-time compliance validation to ensure portfolios stay aligned with client mandates.

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Cash and tax management

Optimize cash allocation and tax outcomes to help you deliver measurable value to every client.

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Rebalance and trade

Respond quickly to market movements and direct trades across thousands of portfolios in minutes.

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Order management

Manage, route, and execute orders with ease through a streamlined trading lifecycle for accuracy and speed.

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Post-trade compliance

Precise trade reconciliation, accurate order fulfillment, and seamless DTCC confirmations for peace of mind.

Say goodbye to manual processes

Our award-winning* technology solution helps you move faster and stay ahead.

*See Disclosures for more information about RedBlack's awards.

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Outsourced Services

A managed account platform built for RIAs to streamline operations
and spend less time in the back office.

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Back-office operations

Operating support for all account service requests.

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Reporting & billing administration

Comprehensive reporting and fee billing based on your schedules.

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Model strategists

An array of portfolio offerings to help manage any client need.

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Portfolio rebalancing

We handle the accounts, you handle the business.

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Tax management

Our team can effortlessly help your clients defer taxes via harvesting.

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Trade operations

Management of portfolios in client accounts at your custodian.

Why outsource with RedBlack?

Lighten your operational load while keeping full control of client portfolios.

Scale Service Flexibility Savings

Achieve operational scale—no matter your firm size

  • Tap into leading custodians through RedBlack's management, even when your AUM doesn't qualify for direct relationships.
  • Accelerate client onboarding with RedBlack's dedicated repapering team.
  • Access institutional-grade trading, capabilities that typically take large firms years to build.

Eliminate service interruptions

  • Maintain uninterrupted portfolio management, even when your team is out of the office.

  • Reduce disruption during staffing changes or team transitions.

  • Onboarding tailored by role helps with faster adoption without altering the client experience.

 

 

Freedom to choose the tools, support, and investment options that fit your firm

  • Access 300+ third-party strategist portfolios while still managing your own models.
  • Tailored operational support aligned to your firms' needs.
  • Use your preferred PMS, or switch to ours at any time.

Potential cost savings while improving operational discipline

  • Offload operational work and reclaim more time for clients and your life.
  • Reduce staffing costs by avoiding the need to hire, train, or manage operations personnel.
  • Lower technology expenses by leveraging RedBlack's enterprise-grade systems without purchasing your own.

 

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Important Partner Disclosures

Outsourced services include regulated activities which are  provided by RedBlack Advisers, Inc., a registered investment adviser. 
Any testimonials on this page relate only to RedBlack Software, LLC's wealth technology services only and do not reflect the outsourced services of RedBlack Advisers, Inc.

For additional information, see Disclosures.