Capital Markets & Investment › Investment Management › Rebalancing

RedBlack Software

SaaS portfolio rebalancing, model management and trading platform for RIAs and wealth firms.

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Overview

RedBlack Software is a SaaS platform for portfolio rebalancing, model management and trading aimed at RIAs and wealth managers. It connects model-based rebalancing with trade generation for advisory portfolios.

The platform serves RIAs and wealth managers that need to rebalance client portfolios against models and execute the resulting trades efficiently.

Key Features

+ Portfolio rebalancing
+ Model portfolio management
+ Trade generation and trading
+ Drift monitoring against models
+ Advisory portfolio workflows
+ SaaS delivery

Integrations

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