Download, Install and Start Rebalancing the Same Day
Rebalance Express is designed "by Advisors - for Advisors". RedBlack constantly seeks your opinion to help us build the best products available for investment advisors.
Whether your firm has $5 million or $10 billion of assets under management, RedBlack has a solution that fits your firm and your budget.
No matter what your business process model is, Rebalance Express has the flexibility to work with you the way you work.
*
Conditions apply. Restricted to typical installations. Qualified firms only.
Key Features
Here are some "out-of-the-box" features of Rebalance Express.
- Consistently voted the best user interface*
- Multi-custodian data interface (Fidelity, Pershing, Schwab, TD, etc)
- Rebalance single or multiple accounts, groups of accounts, and individual positions
- Fully automated, location optimized, tax-aware household rebalancing
- Create security models, asset class models, and models of models in minutes
- Customize rebalance settings at the account, household, and global level
- Create restrictions, equivalents and exclusions
- Use real-time pricing for intra-day trades
- Visual tax lot management
- Manage cash
- Highly scalable modular architecture fits every firm from one to hundreds of users
Check out specific usage
scenarios.
* Based on opinion polls taken at time of demonstration.
Integration
Experience same day integration with RedBlack Rebalance Express!
Supported Custodians
- Fidelity NFS
- Schwab
- Pershing
- TD Ameritrade Institutional
Supported Portfolio Management and Reporting Systems
- PortfolioCenter
- Advent Axys and APX
- Fidelity Advisor Channel
Don't see your custodian or system listed? Please
contact us.
Designed by Advisors - for Advisors
Technology
Through incorporation of Microsoft ClickOnce™ technology in our
products, RedBlack has worked to significantly reduce your total cost of ownership.
Installation and updates are just a click away reducing IT overhead and software
management complexity.
ClickOnce™ makes installation and maintenance of web-based applications virtually
hands-off. Software updates are centralized and managed automatically.
Our Secure Data Access Model provides secure access in Standalone, LAN or Internet
environments. Centralized or de-centralized data access models are supported.
Learn more