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RedBlack Portfolio Accounting

C
C tier on Investment Accounting SoftwareScore 5.3 · #26 of 26
Android app
Not listed
Free plan
No
Runs on
Web
redblacksoftware.com
The RedBlack Portfolio Accounting homepage
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Summary

RedBlack Portfolio Accounting is ranked #26 of 26 in investment accounting software on Everything Xiaomi. It runs on Web.

RedBlack Portfolio Accounting plans and pricing

All plans
Pricing on request Not published Book a demo or contact RedBlack for product information and advice tailored to your needs redblacksoftware.com · 4 Oct 2026

Compared on investment accounting software

Performance reporting
Yesredblacksoftware.com

Facts

Purpose
RedBlack describes the product as portfolio accounting and reporting software for wealth managers, with portfolio reporting, billing, and a branded client portal.redblacksoftware.com · 4 Oct 2026
Portfolio view
The product brings client financial information together to provide a unified view across portfolios.redblacksoftware.com · 4 Oct 2026
Reporting and analytics
It supports performance reporting, composites, and analytics from one platform.redblacksoftware.com · 4 Oct 2026
Billing
The product supports customizable billing schedules and payee options, and helps prepare, invoice, and collect advisory fees.redblacksoftware.com · 4 Oct 2026
Client portal
Clients can access a secure, personalized portal 24/7 to view portfolios, performance, reports, and key documents.redblacksoftware.com · 4 Oct 2026
TAMP data management
RedBlack says its flexible data management aligns TAMP users across multiple rep codes and supports unique branding on reports and the client portal.redblacksoftware.com · 4 Oct 2026
Integrations
The product offers direct integration with leading custodians and access to data aggregation networks.redblacksoftware.com · 4 Oct 2026
Security
RedBlack says its information security management system is ISO/IEC 27001 compliant and covers organizational, application, server, network, and physical security.redblacksoftware.com · 4 Oct 2026
Data protection
RedBlack says it uses measures designed to protect personal data in transit and at rest, including endpoint and cloud workload protection and next-generation firewalls.redblacksoftware.com · 4 Oct 2026
Support
Customers can access product downloads and documentation through the Client Center and contact product support through the support portal or by email.portal.redblacksoftware.com · 4 Oct 2026
Access and downloads
The Client Center requires customer login to access product downloads and documentation.portal.redblacksoftware.com · 4 Oct 2026
Buyer fit
The product page identifies wealth managers and says RedBlack is trusted by advisors and enterprise firms.redblacksoftware.com · 4 Oct 2026

Company

Headquarters
Bedford, New Hampshire, United Statesredblacksoftware.com · 28 Sept 2026

Best RedBlack Portfolio Accounting alternatives

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Atier FundCount #1 8.7 $1204.17/moAtier Enfusion #2 8.4 Atier WealthSpectrum #3 8.3 Android Atier Archway Platform #4 8.0 Btier FIS Investment Accounting Manager #5 7.7 Btier SS&C Advent Geneva #6 7.7

Where it ranks on Everything Xiaomi

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Sources