RedBlack Portfolio Accounting

6.1easy start · #26of 30
in Investment Accounting Software

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Runs on Web.

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RedBlack Portfolio Accounting is ranked #26 of 30 in investment accounting software on The Geeks Club. It runs on Web.

RedBlack Portfolio Accounting plans and pricing

All plans

Pricing on request 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: Yes

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The record

Purpose: RedBlack describes the product as portfolio accounting and reporting software for wealth managers, with portfolio reporting, billing, and a branded client portal.
Portfolio view: The product brings client financial information together to provide a unified view across portfolios.
Reporting and analytics: It supports performance reporting, composites, and analytics from one platform.
Billing: The product supports customizable billing schedules and payee options, and helps prepare, invoice, and collect advisory fees.
Client portal: Clients can access a secure, personalized portal 24/7 to view portfolios, performance, reports, and key documents.
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.
Integrations: The product offers direct integration with leading custodians and access to data aggregation networks.
Security: RedBlack says its information security management system is ISO/IEC 27001 compliant and covers organizational, application, server, network, and physical security.
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.
Support: Customers can access product downloads and documentation through the Client Center and contact product support through the support portal or by email.
Access and downloads: The Client Center requires customer login to access product downloads and documentation.
Buyer fit: The product page identifies wealth managers and says RedBlack is trusted by advisors and enterprise firms.
Headquarters: Bedford, New Hampshire, United States

Where it ranks on The Geeks Club

Best Investment Accounting Software in 2026#26 of 30

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Sources

redblacksoftware.com/portfolio-accounting· checked 4 Oct 2026
redblacksoftware.com/privacy-notice· checked 4 Oct 2026
portal.redblacksoftware.com· checked 4 Oct 2026