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Advisors

Making Complex Simple

RedBlack offers registered investment advisors, wealth managers, asset managers, financial planners and family offices institutional class capabilities that support discretionary and non-discretionary portfolios, efficiently manage large volumes of accounts and trades, and enable broad asset allocation as well as customized portfolio strategies for individual accounts and households.

By automating the investment management workflows for monitoring, pre-trade compliance, rebalancing and trading, order management, and post-trade compliance, RedBlack helps improve portfolio performance, reduce risk, lower operational cost, increase efficiency, and improve reliability and consistency. RedBlack solutions are customizable and give advisors the ability to subscribe to only the modules that they need.

The trading efficiency of the RedBlack platform enabled us to increase our assets under management by more than 50 percent — without additional headcount.” Kevin L. Caldwell, CFP. President and CEO. Shamrock Asset Management, LLC.

RedBlack keenly understands that each advisory firm has a unique investment management approach, an approach that sets the firm apart from its peers and gives it a competitive advantage. By gaining insight into an advisor’s practice, workflows, rebalancing decisions, trading objectives, and compliance needs, and then leveraging the dynamic and adaptable nature of its platform, RedBlack delivers premium solutions that are tailored to each firm’s needs.

Intuitive user interfaces, consultative training and world class support realize a short learning curve, deliver a quick return on investment, and provide the peace of mind that expert help is available when required.

Contact us to learn how your firm can benefit from RedBlack solutions.