Integrations:
Salesforce, TD Ameritrade Institutional, Grendel, AssetBook, Redtail, Tiburon Strategic Advisors, Morningstar, S&P Down Jones Indices, Lipper
RedBlack Rebalance Express
Offering snapshot:
RedBlack promises to streamline the investment process and help advisors scale their businesses. Advanced rebalancing and trading becomes effortless with one of the most cutting-edge solutions on the market. Through its integration with FIX, RedBlack can connect users with more than 400 sell-side companies.
Features:
Desktop and web-based solutions; quick analysis of accounts, cash management, tax-loss harvesting, and held-away accounts; three review levels; CGDA; location optimization; security equivalences; custom trade minimums; custom-tailoring to RIAs’ needs; report generation
Basic pricing:
Not disclosed
Set-up time: