iRebal is designed to offer you more effective portfolio management, tax efficiency, dynamic cash management, tax-loss harvesting, and more.2 Available for a licensing fee, iRebal software supports multiple custodians and is most appropriate for firms seeking a high degree of customization and sophistication.
**Please Note: Orion only integrates with the standalone version of iRebal, not the web-based version.
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.
Portfolio rebalancing software and trading technology for investment professionals.