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.

Take the challenge! Evaluate Rebalance Express in your environment free for 30 days. Sign up now   Features   Screenshots

^* 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