RedBlack Software

We had a strong team represent us at this year's Future Proof Festival - connecting with the financial advisory community and providing updates on all things RedBlack. Our own Jennifer Valdez was able to share three of her top takeaways from the event with Advisorpedia, including: 1️⃣ Technology being used to make an impact 2️⃣ Meeting the expectations of the next generation of investors 3️⃣ The need to better serve women investors Read here for the details: https://hubs.la/Q03LDfmV0

InvestmentNews highlighted why our rebrand to RedBlack's original name matters. "The rebrand is not a reset, but a return to a trusted identity that better reflects where the business is heading." says Jennifer Valdez Chief Revenue Officer of RedBlack. Check out the full article on InvestmentNews! https://hubs.la/Q03Ll-Th0

ThinkAdvisor has named RedBlack a 2025 Luminaries Award Finalist 🏆in the category of Product or Service Innovation. We are proud of our long history of listening to customer feedback to build smarter solutions that evolve with their goals. Congratulations to all Luminaries finalists this year on your recognition 👏 https://hubs.la/Q03K_HdQ0

It’s that time of year again for the largest wealth management festival: Future Proof RedBlack is on the ground this week ready to demo our award-winning rebalancing and trading platform for all attendees. If you’re at the event, be sure to stop by for a demo, recharge your phone, check your emails, or just take a break from all the excitement.

What an incredible honor to be recognized as a Finalist in Rebalancing technology at the 11th Annual Wealth Management Industry Awards! This recognition is a celebration of our team's unwavering commitment to our clients and the innovative spirit that drives our success. Thank you to the organizers, our customers, and our amazing team. https://hubs.la/Q03H2HXR0 #Wealthies #WealthManagement

We are more than halfway through 2025, and #financialadvisors continue to face a landscape filled with both challenges and opportunities WealthManagement.com our own Jennifer Valdez explores three critical trends shaping the future of financial advice: 💸 Money in Motion – Trillions in assets are shifting to younger generations and women investors. Advisors must revisit their engagement strategies to make sure they're meeting expectations around flexibility, values, and digital empowerment. 📊 Accessible Data – In a crowded RIA market, fast, frictionless access to real-time and historical data is becoming increasingly important. Those that are able to directly access robust data will unlock smarter decisions and deeper client insights. 💼 Cash & Tax Management – As uncertainty lingers, advisors are leaning into tax-aware rebalancing and flexible cash strategies to deliver better outcomes and build trust. Firms that embrace these shifts, including prioritizing personalization, modern tools, and strategic planning, will be best positioned for growth in the second half of the year and beyond. Read the full article here: https://hubs.ly/Q03DqFpR0

🚨 Big news: We’ve rebranded back to RedBlack! 🚨 As intelliflo evolves to serve advisors across the globe, we’ve realigned our operations into two distinct businesses: 🌍 One dedicated to the UK and Australia 🌍 One focused squarely on the U.S. market This strategic move allows each business to sharpen its focus, simplify operations, and move faster, better meeting the unique needs of our customers. As part of this transition, the U.S. business has rebranded back to RedBlack, a name the industry knows and trusts. We’re excited to build on our momentum, continuing to deliver high-quality, trusted tools that solve real problems for advisors. We look forward to what’s next! Check out https://hubs.la/Q03CxcS60 and follow us here to come along on the journey. #WealthTech #Fintech #FinancialAdvisors #PortfolioManagement #Advisortech