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intelliflo redblack

Import position valuations, open tax lots, account balances, custom attributes, and taxability status of accounts from Addepar into RedBlack to perform security-level rebalancing and trading and maintain portfolios within target allocations.

Last updated: 03-26-2024

Create a single source of truth

  • Access aggregated and reconciled data from Addepar to confidently monitor and maintain portfolios within target allocations.

Simplify trading and rebalancing

  • Perform security-level rebalancing, execute trades, and manage liquidity with increased efficiency, simplifying your daily tasks.

Automate essential workflows

  • As your business evolves, use the integration to automate desired workflows and adapt to your firm's changing needs.