Achieve greater portfolio modeling precision by assessing trade restrictions and hypothetical investment decisions, or using rules for a select time period.
Become more adaptable to clients’ specific needs with flexible, tailored models that fit their preferences using rules, parameters, exceptions, what-if scenarios – and more.
Use tactical rebalancing, tax-loss harvesting, and making incremental portfolio adjustments to make sure clients are where they need to be.
Process many accounts, manage all related data, and scale across functions effectively – whether your firm processes 1,000 or 20,000 accounts per day.
See RedBlack in action in a personalized demo tailored to your requirements.
Using innovative technology and intuitive design, RedBlack provides the most advanced investment management platform in the industry. Dynamic and adaptable, RedBlack efficiently, accurately and reliably automates your firm’s unique investment management approach while streamlining workflows through connectivity with many platforms, brokers and custodians.read more
“RedBlack is not only providing advanced rebalancing capabilities, but is able to deliver custom functionalities that are unique to our business and give us that extra competitive edge in investment strategy, service and transparency.”
"We’ve been through many technology projects and vendor migrations over the years, and our experience with RedBlack has been among the best.”
“It was important for us to have a long-term, scalable solution in place that would bring trading across the various platforms together. With RedBlack, our operations are becoming more seamless and efficient.”