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. RedBlack replaces another vendor solution to help the firm scale to significant growth, implement model-based rebalancing while maintaining the ability to individually tailor portfolios, and leverage greater flexibility to meet on-demand requests of its sophisticated clients across multiple segments, accounts and households.

RedBlack enables the firm to apply drift mo...