RedBlack Software

Exciting news 📢 We’re bringing RedBlack together with market leaders Jemstep, Portfolio Pathway, Intelliflo and i4C to create a new leader in #financialadvice technologies under one global brand: intelliflo. Follow us here @intellifloltd and click below.

We’ve moved! Socially, that is. Follow us on @IntellifloLtd for the latest RedBlack news and viewpoints.   #wealthtech #redblack

Don't forget to follow @intellifloltd, where RedBlack has been brought together with four other #digitalwealth businesses all under one global brand – intelliflo. This is where you can find all new updates going forward!

Does your #rebalancing solution help you differentiate and compete on a more advanced level? Talk to us today: ➡️ redblacksoftware.com/schedule-a-dem… #portfoliorebalancing #financialadvisors #investmentadvisors #wealthtech #advisortech

29 RIA M&A transactions in January marked a 61% increase from the previous monthly record of 18 transactions in January 2020.  Check out this @DeVoeCo report on M&A activity: 👉 fa-mag.com/news/m-a-activ… #RIAmergers #RIAacquisitions #registeredinvestmentadvisors

According to @cerulli_assoc, #RIAs multi-family offices and direct providers stand to gain more AUM of high-net-worth clients by 2025. More: 👉 thinkadvisor.com/2020/12/03/the… #rebalancing #trading #wealthtech #advisortech #RIA fa-mag.com/news/the-many-…

67% of #familyoffices have discussed diversifying #portfolios because of the impact of pandemic. What about you? Read more about it: 👉 familywealthreport.com/article.php?id… #familyoffice #MFO #investmentportfolio @FWReport

If you’re looking to take a tactical approach to #investmentstrategies but also want to adopt model-based #investing firm-wide, you need RedBlack. Find out how we can help you offer clients more diversification, research & #rebalancing features. ➡️ redblacksoftware.com/schedule-a-dem…

When do you need to #rebalance? @ricedelman says whenever your portfolio drifts from its original model. Also, the more volatile the markets, the more opportunity for #rebalancing. #portfoliorebalancing #financialadvisors #financialservices #wealth @EdelmanFE

Here are 5 game-changing #trading, #rebalancing and #portfoliomodeling capabilities to help savvy #financialadvisors successfully scale to growth quickly and efficiently. VIDEO: ⬇️youtube.com/watch?v=bI7GdL… #portfoliorebalancing #familyoffice #RIAs #wealthtech #advisortech

In his new book, Sébastien Page of @TRowePrice says it's better to use tolerance bands than just simple calendar-based rules when rebalancing. 👉 thestreet.com/investing/beyo…    Do you agree? #assetallocation #portfoliorebalancing #investmentportfolios @TheStreet

Our latest Viewpoint highlights five crucial critical success factors for #registeredinvestmentadvisors to scale and meet client expectations – and how the right #investmentmanagement technology can help.   Read it now: 👇 redblacksoftware.com/viewpoints/5-k… #advisortech #wealthtech

Differentiate, Compete and Grow with Advanced, Scalable #Rebalancing and #Trading 📈 We make it simple. Schedule a demo today: ➡️ redblacksoftware.com/schedule-a-dem… #portfoliorebalancing #wealthtech #advisortech

Planning to rebalance clients’ 60/40 #portfolios every two months, @Your_National #Securities @ArthurHoganIII isn’t scared of the expected reckoning from the damage the pandemic has done to the economy. What about you? More 👉 cnbc.com/2021/01/05/cor… #portfoliorebalancing

The right tech solution is crucial for every acquiring firm to fulfill its strategic growth plan. Can your firm scale to overnight growth, consolidate trading, transition & support new advisors? Blog & Video: ➡️ redblacksoftware.com/viewpoints/mas… #wealthtech #tradingtech

Today’s Inspiration: Avy Stein at @Cresset_Capital tells his story on how he grew his practice from 0 to $12B in just 3 yrs and continued to grow during the pandemic.   Listen to his #podcast with @advisorhubinc 👉 advisorhub.com/resources/a-co…   #assetmanagement #familyoffice

And @NatixisIM said the importance of rigorous research and disciplined #portfoliorebalancing will only increase in a market that 4 in 5 fund selectors believe will favor active fund management in the year ahead.  #investmentmanagement #modelportfolios

How unique is your family office? A white paper by law firm Dentons argues that the idea that all #familyoffices are unique hampers the drive to harness best practice ideas. Learn more about it: 👉 familywealthreport.com/article.php?id… #familyoffice #MFO #wealthmanagement @Dentons @FWReport

Choosing a wrongly matched #wealthplatform for your firm can be costly and risky. Here are 5 key requirements for selecting the right wealth technology provider for your firm. VIDEO: 📽️ youtu.be/JkdXOLXAasU #portfoliorebalancing #wealthtech #advisortech #wealthplatform