RedBlack, an independent provider of portfolio management solutions, has launched the new RedBlack Salesforce Connector on the Salesforce AppExchange.
The firm says the Salesforce extension will help financial advisers and wealth managers streamline their workflows and optimize the client experience.
The integration enables advisers to use the Salesforce platform to view their clients’ RedBlack data, including accounts, households, positions and pending orders. The integration will further allow advisers to initiate trading and rebalancing actions and receive an alert when these are completed.
“Our goal is to provide wealth managers with a secure, data-rich and customizable experience designed to drive client satisfaction and optimize efficiency,” says RedBlack Chief Product Officer and Co-Founder Roel Vlemmings.
RedBlack Chief Operating Officer John Grimaldi adds that the integration is a direct response client to requests for “a seamless, interactive link connecting rebalancing and trading functionalities to a robust client relationship management platform.”
“We believe the quality of our combined technologies and the bi-directional nature of the application will distinguish it in the market,” Grimaldi says.