Rebalancing That’s Proven to Drive Growth

Registered investment advisors (RIAs), family offices and other wealth managers who provide their clients with personalized touch points and fast, thorough responses to questions and preferences are the true winners in the financial advisory business. RedBlack provides game-changing rebalancing capabilities that help advisors differentiate, compete and grow their firms.

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Precision

Achieve greater portfolio modeling precision by assessing trade restrictions and hypothetical investment decisions, or using rules for a select time period.

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Personalization

Become more adaptable to clients’ specific needs with flexible, tailored models that fit their preferences using rules, parameters, exceptions, what-if scenarios – and more.

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Efficiency

Use tactical rebalancing, tax-loss harvesting, and making incremental portfolio adjustments to make sure clients are where they need to be.

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Scale

Process many accounts, manage all related data, and scale across functions effectively – whether your firm processes 1,000 or 20,000 accounts per day.

Exceed Your Clients’ Expectations with RedBlack

Request a Demo

See RedBlack in action in a personalized demo tailored to your requirements.

The RedBlack Solution


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.

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Top Advisors Use RedBlack

Some of the most successful RIAs, family offices and wealth advisors use RedBlack to scale to growth while exceeding their clients’ expectations for personalized, high-quality service. Here are just a few.

What Our Clients Say

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“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.”

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"We’ve been through many technology projects and vendor migrations over the years, and our experience with RedBlack has been among the best.”

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“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.”

Viewpoints

5 Key Technology Success Factors for RIA Growth | RedBlack Viewpoint
On February 9, 2021
5 Key Technology Success Factors for RIA Growth

Five crucial critical success factors for RIAs to meet their growth goals and client needs, and how the right investment management technology can help.

Why Some Rebalancing and Trading Solutions Fail the Savviest Advisors | RedBlack Viewpoint
On January 19, 2021
Why Some Rebalancing and Trading Solutions Fail the Savviest Advisors

The sophistication of an RIA or family office must match that of the rebalancing and trading solution they use. Here are the main qualities the best advisors seek in a solution to help them consistently achieve their next phase of growth and simplify increased complexity.

How Householding Can Help Advisors Change the Client Conversation and Strengthen Relationships | RedBlack Viewpoint
On December 9, 2020
How Householding Can Help Advisors Change the Client Conversation and Strengthen Relationships

Advisors shifting from account-based portfolio modeling to householding continues across the wealth management industry at an accelerated pace. Here are three main ways rebalancing technology can help advisors strengthen client relationships by shifting from individual account-level conversations to household-level portfolio modeling and performance management.

How Advanced Rebalancing Can Help Family Offices Meet Complex Needs of Wealthy Clients | RedBlack Viewpoint
On November 11, 2020
How Advanced Rebalancing Can Help Family Offices Meet Complex Needs of Wealthy Clients

Single- and multi-family offices as well as RIAs serving sophisticated, multi-generational clients must continuously meet or exceed their expectations. However, no two family offices are alike, nor are their clients. With increased ESG and alternative investments adding to model and process complexity, an advanced rebalancing solution is the best way to reduce friction around service and scale – and spend more time delivering value to clients.

5 Best Practices for Selecting the Right Wealth Technology Vendor for Your Firm | RedBlack Viewpoint
On October 14, 2020
5 Best Practices for Selecting the Right Wealth Technology Vendor for Your Firm

Financial advisory firms embarking on a project to select and implement a new software solution face many risks. Here are five key questions and best practices to guide you along your journey of selecting the right wealth technology provider for your firm.

M&As on the Move: Five Technology Essentials to Successfully Transition New Advisors and Scale to Growth | RedBlack Viewpoint
On September 16, 2020
M&As on the Move: Five Technology Essentials to Successfully Transition New Advisors and Scale to Growth

RIAs, family offices and wirehouse breakaways often look to sell their practices as part of their succession planning strategy, while larger acquiring firms seek to add new products, enhance processes or upgrade technology, add to their existing product portfolio, and/or improve operational efficiency. But how can these larger firms scale to near-overnight growth, consolidate trading, and effectively transition and support new advisors?

How Personalized, Precise and Scalable Rebalancing Can Drive Growth for Wealth Firms | RedBlack Viewpoint
On August 13, 2020
How Personalized, Precise and Scalable Rebalancing Can Drive Growth for Wealth Firms

Whether an RIA, family office or money manager, wealth firms need to be able to differentiate, compete and grow – even in the current environment of unprecedented market volatility and concerned clients demanding more attention. Rebalancing that is personalized, precise and scalable can change the game for advisors looking to grow their businesses.

The Value of the Right Rebalancing Technology Amid Ceaseless Market Volatility | RedBlack Viewpoint
On July 8, 2020
The Value of the Right Rebalancing Technology Amid Ceaseless Market Volatility

For RIAs, family offices and investment managers, going digital with the right rebalancing and trading technology is crucial to quickly adapt to change, scale to growth, and do more for their clients.

Latest News

Clifford Swan Investment Counselors Goes Live on RedBlack Rebalancing and Trading to Scale to Growth and Meet Evolving HNW Client Needs | RedBlack News
On January 11, 2021
Clifford Swan Investment Counselors Goes Live on RedBlack Rebalancing and Trading to Scale to Growth and Meet Evolving HNW Client Needs

Independent registered investment advisor (RIA) firm Clifford Swan Investment Counselors has gone live on the RedBlack software solution for advanced rebalancing, householding, directed trading and trade-away order management.

Giving Back: RedBlack Helps Community Residents in Need | RedBlack News
On December 8, 2020
Giving Back: RedBlack Helps Community Residents in Need

Leading investment technology solution provider, RedBlack Software, is participating in several community programs throughout the holiday and winter season to help residents overcome economic and social challenges.

Round Rock Advisors Goes Live on RedBlack Rebalancing and Trading Software | RedBlack News
On December 1, 2020
Round Rock Advisors Goes Live on RedBlack Rebalancing and Trading Software

Wilton, CT-based registered investment advisor (RIA) Round Rock Advisors has gone live on the RedBlack software solution for advanced rebalancing and streamlined trading to support business growth and a diverse set of clients, advisors and portfolio models.

Adviser Investments Streamlines High-Volume Cash Actions on Plan Distributions with RedBlack | News
On August 24, 2020
Adviser Investments Streamlines High-Volume Cash Actions on Plan Distributions with RedBlack

Newton, Mass.-based registered investment advisor (RIA) and family office, Adviser Investments has expanded its use of RedBlack’s rebalancing software to manage the raising and investment of cash across client accounts tracked in multiple custodial distribution plans.

Fort Pitt Capital Group Selects RedBlack to Meet Clients’ Advanced Rebalancing Requirements | RedBlack News
On July 31, 2020
Fort Pitt Capital Group Selects RedBlack to Meet Clients’ Advanced Rebalancing Requirements

As part of its commitment to implementing technology that will add value to the client experience, Pittsburgh, Pa.-based wealth management firm Fort Pitt Capital Group has chosen RedBlack’s rebalancing software.

BakerAvenue Wealth Management Selects RedBlack for Portfolio Rebalancing, Order Management and Straight-Through Processing | News
On May 13, 2020
BakerAvenue Wealth Management Selects RedBlack for Portfolio Rebalancing, Order Management and Straight-Through Processing

Innovative technology will help better service clients while streamlining processes: RedBlack Software LLC, a market leader for portfolio rebalancing and trading, today announced that BakerAvenue Wealth Management, a San Francisco-based registered investment advisor with approximately $1.5 billion in assets under management, has entered into a long-term agreement to provide reporting, integrated trading, and order management services.

On April 9, 2020
Obermeyer Wood Investment Counsel Positions for Long-Term Growth with RedBlack Advanced Rebalancing & Trading Solutions

RedBlack Software LLC, a market leader for portfolio rebalancing and trading, today announced that Obermeyer Wood Investment Counsel, LLLP (Obermeyer Wood), an Aspen and Denver-based registered investment advisor with approximately $1.4 billion in assets under management, have entered into a long-term agreement to provide integrated trading, rebalancing, and order management services.

On December 11, 2019
Invesco Expands Digital Wealth Business with RedBlack

Firm grows global digital wealth technology and services to provide advisor-powered digital capabilities.

On November 19, 2019
Evoke Wealth Selects RedBlack for Portfolio Rebalancing, Order Management and Straight-Through Processing

Technology Enables Investment Advisory Firms to Maximize Productivity, Reduce Costs and Save Time

On November 12, 2019
IEQ Capital Selects RedBlack for Portfolio Rebalancing, Order Management and Straight-Through Processing

Technology Enables Investment Advisory Firms to Streamline Client Workflows and Enhance Efficiency as They Scale