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.
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 moreSome 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.
“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.”
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.
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.
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.
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.
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.
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.
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.
Firm grows global digital wealth technology and services to provide advisor-powered digital capabilities.
Technology Enables Investment Advisory Firms to Maximize Productivity, Reduce Costs and Save Time
Technology Enables Investment Advisory Firms to Streamline Client Workflows and Enhance Efficiency as They Scale
Viewpoints
Five crucial critical success factors for RIAs to meet their growth goals and client needs, and how the right investment management technology can help.
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.
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.
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.
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.
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?
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.
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.