Solution introduction

Take the complexity out of portfolio accounting

Eliminate manual processes and inefficient workflows with a comprehensive suite that includes portfolio reporting, billing, and branded client portal

See everything clearly - across every client

Help your clients make sense of their scattered financial footprint.

RedBlack brings everything together so you can see the full picture, stay proactive and serve clients with confidence.

  • A unified, intuitive system for portfolio management.
  • Trusted by advisors and enterprise firms across the industry.
  • Direct integration with leading custodians and access to data aggregation networks.
  • Simplify complex portfolios with one easy view.

 

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