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On the recordRead 4 Oct 202613 facts
RedBlack Portfolio Accounting
Bedford, New Hampshire, United States
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Book a demo or contact RedBlack for product information and advice tailored to your needs
Read 4 Oct 2026 · redblacksoftware.com
On the record
- Access and downloads
- The Client Center requires customer login to access product downloads and documentation.portal.redblacksoftware.com · read 4 Oct 2026
- Billing
- The product supports customizable billing schedules and payee options, and helps prepare, invoice, and collect advisory fees.redblacksoftware.com · read 4 Oct 2026
- Buyer fit
- The product page identifies wealth managers and says RedBlack is trusted by advisors and enterprise firms.redblacksoftware.com · read 4 Oct 2026
- Client portal
- Clients can access a secure, personalized portal 24/7 to view portfolios, performance, reports, and key documents.redblacksoftware.com · read 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 · read 4 Oct 2026
- Integrations
- The product offers direct integration with leading custodians and access to data aggregation networks.redblacksoftware.com · read 4 Oct 2026
- Portfolio view
- The product brings client financial information together to provide a unified view across portfolios.redblacksoftware.com · read 4 Oct 2026
- 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 · read 4 Oct 2026
- Reporting and analytics
- It supports performance reporting, composites, and analytics from one platform.redblacksoftware.com · read 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 · read 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 · read 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 · read 4 Oct 2026
