RedBlack provides portfolio rebalancing and trading solutions used by asset management firms, wealth managers, registered investment advisors, brokers, banks and trust companies.
Automating the rebalancing process and rapidly executing trades in response to tactical decisions results in improved portfolio performance and a more efficient and profitable business practice that enables advisors to spend more time with clients and prospects.
Orion integrates with RedBlack by providing Household, Account, Position, and Cost-basis data for trade management and rebalancing.