Setup trade approval workflows with up to 3 levels of approval. Require approval of all trades or make approval conditional.
Trade Order Sets
Organize your trades in order sets. Send trades from one set to another and send sets from one user to another.
Reviewing and Adjusting Trades
View trades grouped by account, household, ticker and classification. Quickly adjust auto-generated trades with real-time cash updates, instant restriction validation and overbuy and oversell alerts.
Block Trading and Allocations
Build block trades with the click of a button. Block by master account or across brokers. Effortlessly tweak allocations.
Update positions and cash in portfolios intraday based for exported trades. Rebalance or trade accounts multiple times a day using up-to-date data.
Export trades, blocks, and allocations in a format that can be uploaded to your custodian or broker for execution.
Leverage FIX connectivity and the RedBlack certification with the SunGard® Global Network (SGN) to connect to over 450 sell-side firms. Directly route and execute trades and receive live order status notifications.
Trade Away Workflows
Use trade-away workflows to obtain best execution. Block trades across custodians and execute them at your broker of choice.
Trading away and using broker-specific algorithms for best execution are a part of our added value to our clients. RedBlack’s Order Management System automates the tedious workflow and makes it an intuitive and efficient operation. H. Emily Ego. Trading Manager. North American Management Corporation.
Trade large blocks without moving the market by interfacing directly with the proprietary trading algorithms and strategies of a wide variety of brokers.