Premier Portfolio Rebalancing Software
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.
Tried and trusted since 2006, Rebalance Express has the flexibility to work the way you work, supporting your best practices, your workflow,
and your trading strategy.
*
Conditions apply. Restricted to typical installations. Qualified firms only.
Key Features
- Consistently voted the best user interface*
- Multi-custodian and multi-firm support
- Rebalance accounts, households, groups of accounts, and individual positions
- Fully automated, location optimized, tax-aware household rebalancing
- Create security models, asset class models, and models of models
- Customize rebalance settings at the account, household, and global level
- Create a variety of rules, restrictions, equivalents, substitutions, and exclusions
- Use real-time pricing for trades and update positions and cash balances intra-day
- Visual tax lot management
- Manage cash and non-tradable positions
- Create a client-facing Proposed Allocation and Trades Report
- 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
Supported Custodians
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- Pershing
- TD Ameritrade Institutional
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Supported Portfolio Management and Reporting Systems
- Advent Axys and APX
- Fidelity Advisor Channel
- Orion Advisor Services
- Principia CAMS
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- Black Diamond Performance Reporting
- Open Portfolio Warehouse
- PortfolioCenter
- Coming soon: Albridge Wealth Reporting
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Supported Trade Order Management Systems
Technology
The RedBlack product line is based on an open architecture and has been
developed using industry-standard Microsoft .NET and SQL Server 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