RedBlack - INSART

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RedBlack

Investment Research, Rebalancing, Trading

About
Contacts
Products / Services
Integrations
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About

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.

Contacts

https://www.redblacksoftware.com/

support@redblacksoftware.com

https://www.facebook.com/redblacksoftware

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

https://twitter.com/teamredblack

Products / Services

Monitoring
Pre-Trade Compliance
Rebalancing
Trading
Order Management
Post-Trade Compliance

Companies that integrate with 401GO

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

Integrations

Integrations: 2

Partnership: 0

Fortigent | LPL Financial

Billing, Portfolio Management, Portfolio Reporting, Proposal Generation, Rebalancing

Fortigent is a wealth management platform for financial professionals targeting high-net-worth families. Services include a comprehensive investment platform with particular...

Integrations: 2

Partnership: 0

PortfolioCenter (Envestnet | Tamarac)

Billing, Portfolio Management, Portfolio Reporting, Rebalancing, Tax Planning

PortfolioCenter is a networked application built on the Microsoft SQL Server database platform that runs in a variety of different...

Integrations: 2

Partnership: 0

Goldman Sachs

Investment Research, Lending, Portfolio Management

We commit people, capital and ideas to help our clients, shareholders and the communities we serve to grow. At Goldman...

Integrations: 2

Partnership: 0

Infovisa

Document Management, Document Management, Portfolio Accounting

Infovisa is a leader in trust accounting software. We develop applications that let trust accounting professionals focus less on running...

Integrations: 9

Partnership: 0

Addepar

Account Aggregation, Analytics, Portfolio Reporting

Addepar is a leading provider of technology for the wealth management industry. The company’s performance reporting and analytics platform aggregates...

Integrations: 8

Partnership: 0

AssetBook

Analytics, Billing, Portfolio Reporting

AssetBook equips Advisors with robust portfolio accounting software, attractive client reporting and experienced technology consulting at an affordable price. We...

Integrations: 1

Partnership: 0

Barclays

Lending, Life Insurance, Mortgage, Travel insurance

Barclays is a transatlantic consumer and wholesale bank with global reach, offering products and services across personal, corporate and investment...

Integrations: 1

Partnership: 0

Deutsche Bank

Commercial Banking, Core Banking, Lending, Mortgage, Portfolio Management, Private Banking, Trading

At Deutsche Bank, we give original thinkers the space and support they need to shine. Merging local knowledge with global...

Integrations: 2

Partnership: 0

Clearwater Analytics

Account Aggregation, Investment Research

Clearwater aggregates, reconciles, and reports on more than $4 trillion in assets across thousands of accounts daily. Our clients include...

Integrations: 42

Partnership: 0

Black Diamond | Advent | SS&C

Billing, Portfolio Management, Portfolio Reporting, Rebalancing, Tax Planning

The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers....

Integrations: 8

Partnership: 0

Blueleaf

Account Aggregation, Billing, Portfolio Reporting

Blueleaf is an automated reporting and communications platform that is a comprehensive tool for advisors who want to report on...

Integrations: 31

Partnership: 0

Charles Schwab

Broker-Dealer Platforms, Custodial Platforms, Custodian, Financial Planning, Portfolio Management, Retirement Planning

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its...

Integrations: 11

Partnership: 0

E*TRADE

Broker-Dealer Platforms, Portfolio Management, Retirement Planning, Trading

E*TRADE is a leading financial services company and pioneer in the online brokerage industry. Having executed the first-ever electronic trade...

Integrations: 9

Partnership: 0

Envestnet

Financial Planning, Portfolio Management, Portfolio Reporting, Proposal Generation

Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet's unified technology empowers enterprises...

Integrations: 24

Partnership: 0

Fidelity

Analytics, Custodian, Investment Research, Portfolio Management, Trading

Fidelity aims to make financial expertise broadly accessible and effective in helping people live the lives they want. It focuses...

Integrations: 10

Partnership: 0

LPL Financial

Custodian

LPL Financial is a company providing a platform for brokerage and investment advisory services to independent financial advisors. Its brokerage...

Integrations: 16

Partnership: 0

Morningstar Office

Portfolio Management

Morningstar Office helps advisors consolidate and improve their everyday routine by bringing together all aspects of an advisor's practice to...

Integrations: 62

Partnership: 0

Orion Advisor Services

Billing, Financial Planning, Portfolio Management, Portfolio Reporting, Rebalancing, TAMP, Trading

Orion Advisor Solutions offers a personalized financial management continuum, including best-in-class advisor technology and investment solutions to help fiduciary-minded advisors...

Integrations: 21

Partnership: 0

Pershing

Analytics, Annuities, College Planning, Custodial Platforms, Custodian, Financial Planning, Health Insurance, Investment Research, Lending, Portfolio Accounting, Portfolio Management, Portfolio Reporting, Retirement Planning, Trading

BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40...

Integrations: 5

Partnership: 0

Raymond James

Broker-Dealer Platforms, College Planning, Custodial Platforms, Custodian, Financial Planning, Portfolio Management, Retirement Planning

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing...

Integrations: 10

Partnership: 0

SEI Wealth Platform

Custodial Platforms

The SEI Wealth Platform (the Platform) is an outsourcing solution for wealth managers encompassing wealth processing services and wealth management...

Integrations: 31

Partnership: 0

TD Ameritrade

College Planning, Custodian, Financial Planning, Investment Research, Portfolio Management, Retirement Planning, Trading

TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries. For more than 40 years, TD Ameritrade...

Integrations: 20

Partnership: 0

VEO One | TD Ameritrade

Custodial Platforms

Veo One brings your existing Veo Integrated third-party technology applications onto one platform to offer a complete view of your...

Partnership

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