Articles from RedBlack

RedBlack, a leading provider of rebalancing and trading technology for wealth management firms, today announced that Regent Peak Wealth Advisors is leveraging RedBlack’s rebalancing and trading platform to scale investment management, strengthen tax-aware portfolio construction and support the firm’s next phase of growth.

RedBlack, a leading provider of rebalancing and trading technology for wealth management firms, today announced it has won a 2026 WealthManagement.com Industry Award ("Wealthies") in the Rebalancing category, recognizing RedBlack's continued innovation in portfolio management, trading automation and scalable investment operations.

RedBlack, a leading provider of wealth technology and managed services, today announced that it has been recognized as a finalist for the WealthManagement.com Industry Awards in the Technology Provider - Rebalancing category for ongoing innovation to its rebalancing and trading platform. Now in its 12th year, the “Wealthies” celebrates the organizations and individuals driving innovation and delivering meaningful impact for financial advisors and their clients.

RedBlack, a leading provider of wealth technology and outsourced advisor services, today announced an integration with CAIS, the leading alternative investment platform for independent financial advisors, that unifies alternatives trading and portfolio management into a single, streamlined workflow. The integration enables advisors to access, allocate and manage alternative investments directly from RedBlack’s platform, removing operational friction, and creating a more efficient path to incorporating alternatives into client portfolios.

RedBlack, a leading provider of wealth technology and managed services, announced today that Vicus Capital has successfully migrated to RedBlack Cloud, enabling the firm to scale its sophisticated investment operations with greater operational efficiency, optimized uptime and enhanced business continuity.

RedBlack, a leading provider of wealth technology and managed services, today announced several new advanced cash management capabilities to its award-winning rebalancing and trading platform, further addressing advisors’ comprehensive cash management needs.