RedBlack Portfolio Accounting

What RedBlack Portfolio Accounting is

RedBlack Portfolio Accounting is web software for wealth managers handling portfolio accounting and reporting. It gathers client financial information into a unified view across portfolios and combines performance reporting, composites, and analytics on one platform. Billing tools support customizable schedules and payees, helping firms prepare, invoice, and collect advisory fees. A secure, personalized client portal is available 24/7 for portfolios, performance, reports, and key documents. RedBlack says its data management aligns TAMP users across multiple representative codes and supports distinct branding on reports and the portal. The product integrates directly with leading custodians and provides access to data aggregation networks. RedBlack states that its information security management system is ISO/IEC 27001 compliant, covering organizational, application, server, network, and physical security. It also describes safeguards for personal data in transit and at rest, including endpoint and cloud workload protection and next-generation firewalls. Customers use the Client Center for product downloads and documentation, with login required, and can contact support through the support portal or email. Pricing is available on request.