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Interfaces

RedBlack has certified interfaces with a wide variety of portfolio management systems, trust accounting systems, order management systems, custodial data import and order export interfaces, brokers, market data feeds, equity algorithmic trading, and more. RedBlack works closely with each partner to provide integration and implementation services, ongoing maintenance, and support.

Portfolio Management and Trust Accounting Systems

Addepar
SS&C Advent APX
SS&C Advent AXYS
AssetBook
Black Diamond Performance Reporting
Blueleaf
Envestnet Advisor Suite
Fortigent
InfoVisa Maui
InnoTrust

Morningstar Office
Open Portfolio Warehouse
Orion Advisor Services
Pershing PES
Portrait Group PS+
PortfolioCenter
Principia CAMS
SEI Wealth Platform
Tamarac Advisor Xi Suite

Broker Order Export File Formats

Charles Schwab
Fidelity
National Advisors Trust
Pershing NetX360
Raymond James

Morgan Stanley
Scottrade Advisor Services
TD Ameritrade Institutional
Trust Company of America

Broker Electronic Trading Interfaces

FIX via FIS (SunGard) to 400+ sell-side firms

TD Ameritrade – VEO Open Access

Post-Trade FIX Allocation Brokers

Barclays
Fidelity
Pershing
Schwab

Raymond James
TD Ameritrade Institutional
Wells Fargo

Order Management Systems

Advent Moxy

Post-Trade Systems

FIX Allocations

Omgeo OASYS

Market Data

CalcBench XBRL
MSN Money

Yahoo! Finance

Equity Algorithmic Trading

Barclays
Deutsche Bank
Fidelity

TD Ameritrade
Wells Fargo

Custodial Data Interfaces

Fidelity
Pershing NetX360
Raymond James

SchwabLink
Scottrade Advisor Services
TD Ameritrade Institutional – VEO Open Access

The installation of RedBlack was done in a snap, and the integration with our portfolio management system was straightforward. Loren Walden, CFA. Founding Partner. Blue Oak Capital.