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RedBlack

RedBlack is the independent market leader in investment management solutions for rebalancing, trading, order management, trade compliance and FIX integration. Client-driven design, innovative technology, and agile delivery are core to RedBlack’s vision and ensure that our solutions continuously evolve to meet the demands of our clients and the industry. Intuitive software, personalized training, and dedicated support deliver an immediate return on investment.

Website

https://www.redblacksoftware.com/

Contacts

support@redblacksoftware.com

https://www.facebook.com/redblacksoftware

https://www.linkedin.com/company/redblack-software-llc/

https://twitter.com/teamredblack

RedBlack Software
  • Monitoring
  • Pre-Trade Compliance
  • Rebalancing
  • Trading
  • Order Management
  • Post-Trade Compliance
RedBlack Software

Companies that integrate with RedBlack

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Addepar
Addepar
Addepar is a wealth management platform that specializes in data aggregation, analytics and performance reporting.
#Portfolio Reporting #Account Aggregation #Analytics
AssetBook
AssetBook
AssetBook equips Advisors with robust portfolio accounting software, attractive client reporting and experienced technology consulting at an affordable price.
#Billing #Analytics #Portfolio Reporting
Barclays
Barclays
Barclays is a transatlantic consumer and wholesale bank with global reach, offering products and services across personal, corporate and investment banking, credit cards and wealth management
#Life Insurance #Travel insurance #Lending #Mortgage
Black Diamond
Black Diamond | Advent | SS&C
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.
#Portfolio Management #Billing #Rebalancing #Portfolio Reporting #Tax Planning
Blueleaf
Blueleaf
Blueleaf is a provider of Financial Relationship Management Software.
#Portfolio Reporting #Account Aggregation #Billing
Charles Schwab
Charles Schwab
Charles Schwab strives to disrupt the status quo of the traditional Wall Street approach on behalf of the clients.
#Broker-Dealer Platforms #Custodial Platforms #Custodian #Financial Planning #Portfolio Management #Retirement Planning
Clearwater Analytics
Clearwater Analytics
Clearwater Analytics is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations.
#Investment Research #Account Aggregation
Deutsche Bank
Deutsche Bank
Deutsche Bank is the leading German bank with strong European roots and a global network.
#Private Banking #Trading #Portfolio Management #Commercial Banking #Lending #Mortgage
E*Trade
E*TRADE
E*TRADE is a leading financial services company and pioneer in the online brokerage industry.
#Broker-Dealer Platforms #Portfolio Management #Trading #Retirement Planning
Envestnet
Envestnet
Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness.
#Portfolio Management #Financial Planning #Portfolio Reporting #Proposal Generation
Fidelity
Fidelity
Fidelity offers investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
#Custodian #Analytics #Trading #Portfolio Management #Investment Research
LPL Financial
Fortigent | LPL Financial
Fortigent is a wealth management platform for financial professionals targeting high-net-worth families.
#Portfolio Management #Billing #Rebalancing #Portfolio Reporting #Proposal Generation
Goldman Sachs
Goldman Sachs
Goldman Sachs is a leading global investment banking, securities and investment management firm.
#Lending #Portfolio Management #Investment Research
Infovisa
Infovisa
Infovisa develops applications that let trust accounting professionals focus less on running reports and more on providing counsel for their clients.
#Portfolio Accounting #Document Management
LPL Financial
LPL Financial
LPL Financial is a financial organization of independent financial advisors in the United States.
#Custodian
Morningstar
Morningstar Office
Morningstar Office is Morningstar's Web-based solution for financial advisors. It brings together the best of our capabilities in investment research, portfolio accounting, and client communications.
#Portfolio Management
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
#Portfolio Management #Billing #Financial Planning #Rebalancing #Trading #TAMP #Portfolio Reporting
Pershing
Pershing
BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers.
#Custodial Platforms #Annuities #Analytics #College Planning #Custodian #Financial Planning #Portfolio Accounting #Portfolio Management #Trading #Investment Research #Health Insurance #Retirement Planning #Portfolio Reporting #Lending
Envestnet | Tamarac
PortfolioCenter (Envestnet | Tamarac)
PortfolioCenter is a networked application built on the Microsoft SQL Server database platform that runs in a variety of different configurations.
#Portfolio Management #Billing #Rebalancing #Portfolio Reporting #Tax Planning
Practifi
Practifi
Practifi is the new benchmark for CRM-based systems in financial advice.
#CRM #Analytics #Broker-Dealer Platforms #Marketing
Raymond James
Raymond James
Raymond James Financial, Inc. is a diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.
#Financial Planning #Broker-Dealer Platforms #College Planning #Custodial Platforms #Custodian #Portfolio Management #Retirement Planning
SEI
SEI Wealth Platform
The SEI Wealth Platform is an end-to-end solution that enables your firm to provide a comprehensive, modern and fully integrated advisor and client experience that supports front-, middle-, and back-office services all within a single infrastructure.
#Custodial Platforms
TD Ameritrade
TD Ameritrade
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries.
#Custodian #College Planning #Financial Planning #Trading #Portfolio Management #Investment Research #Retirement Planning
TD Ameritrade
VEO One | TD Ameritrade
TD Ameritrade Veo One is a trading platform which gives users an integrated vision of their activity and asset positions.
#Custodial Platforms

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