Partner Types


Preferred Plus

RedBlack Software

RedBlack helps advisors seamlessly manage investment management workflows, optimize operations, and meet clients’ sophisticated rebalancing needs at scale.

RedBlack helps advisors simplify complex investment workflows by combining Addepar’s high-quality, aggregated client data with RedBlack’s rebalancing, trading and order management software. RedBlack provides portfolio monitoring, pre- and post-trade compliance, tax-sensitive rebalancing, flexible trading, and integrated order management to help advisors dynamically serve the complex needs of sophisticated clients. RedBlack’s FIX connectivity helps firms achieve best executions across all their trades and entire client base, while integration with Addepar enables them to easily align portfolios within their own models and investment policy, start to finish.