Powerful investment management solutions that drive growth

Empowering financial advisors of every size to elevate client outcomes and scale with confidence.

See RedBlack in action
+

years as an industry leader

%

of the largest advice firms use RedBlack

industry awards in the last 3 years

$ B

assets managed on platform

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WHAT WE DOWealth technology

The right technology can help you grow your business by supporting and streamlining operations.

  • Portfolio monitoring
  • Pre-trade compliance
  • Cash and tax management
  • Rebalancing and trading
  • Order management
  • Post-trade compliance

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  • Data aggregation and reconciliation
  • Performance reporting
  • Billing
  • Business intelligence
  • Client portal

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what we doManaged services

Our wealth management services make it easier for you to deliver high-quality advice and services to clients.

  • Portfolio rebalancing
  • Trade operations
  • Model strategist access
  • Tax management
  • Billing administration
  • Back-office operations
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Why RedBlack?

Continuously recognized as a leader in WealthTech

We move forward together

We believe innovation is a shared journey. Which is why we actively listen to your feedback to build smarter solutions that evolve with your goals.

Time-saving by design

Your time is valuable. Our intelligent features—like the compliance rules engine—automate critical tasks so you can focus on what matters most.

Built to scale with you

Whether you manage 2,500 accounts or 250,000 our platform unifies your financial data across functions—seamlessly and securely.

Deliver value that lasts

Clients stay with advisors who help them succeed. We equip you with the tools you need to deliver consistent, measurable value—every step of the way.

Why settle for less?

You're not just a customer, you're our partner. We're invested in your success with dedicated support that's always available.

"Any time we wanted to increase the level of service to our clients at scale, RedBlack has been able to meet our needs. The software grows and flexes with us and is consistently enhanced with new features."

Brad Dalton

Partner and Senior Portfolio Manager

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"With RedBlack as a trusted partner, we're confident in our path forward. We're better equipped with the tools to manage our unique income-focused portfolios effectively."

Rana Chandler
Chief Operating Officer

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"Any time we wanted to increase the level of service to our clients at scale, RedBlack has been able to meet our needs. The software grows and flexes with us and is consistently enhanced with new features."

Benjamin Webb
Director of Manager Selection and Implementation

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Insights to help you grow

Discover industry thought leadership

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Navigating the compliance maze

Whitepaper

Read
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Balentine drives growth and client experience

Case study

Read
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Best-of-breed or all-in-one?

Whitepaper

Read

Ready to scale your business?

You bring the ambition, we'll bring the capabilities to get you there.

Let's talk