Menu

Institutions

Powerful End-User Solutions

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

Dynamic, adaptable, and scalable, RedBlack supports a wide diversity of processes, user roles, organizational structures and best practices. Robust compliance, governance and auditing features protect the institution and its clients, creates trust, prevents unauthorized access and removes the need for manual oversight.

With RedBlack, we can see everything that is out of compliance, confirm that all the exceptions have been forwarded to the advisors, and see when they have taken action. Molly Dillon. President. Merchants Trust Company.

Intuitiveness and ease-of-use combined with consultative training and world class support results in a short learning curve, minimal internal IT requirements, and a quick return on investment. Available on premises or in the cloud, the RedBlack delivery model supports smooth rollout to hundreds of users. Its open architecture and extensive library of interfaces enables seamless integration with other technology vendors. RedBlack implements special feature requests for its clients on a regular basis.

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