RedBlack becomes first rebalancing and trading platform to enable trading of alternatives
ATLANTA, May 06, 2026–(BUSINESS WIRE)–RedBlack, a leading provider of wealth technology and outsourced advisor services, today announced an integration with CAIS, the leading alternative investment platform for independent financial advisors, that unifies alternatives trading and portfolio management into a single, streamlined workflow. The integration enables advisors to access, allocate and manage alternative investments directly from RedBlack’s platform, removing operational friction, and creating a more efficient path to incorporating alternatives into client portfolios.
Through the integration, fund availability and monitoring processing of the placement occurs natively inside RedBlack, enabling straight-through processing with real-time status visibility. The platform automatically preserves allocation targets and available cash, ensuring portfolios remain aligned with their intended strategy while eliminating a major operational barrier for firms looking to scale their alternatives business.
“Advisors want access to alternatives without introducing new operational hurdles,” said Brendan Cuddihy, Chief Operating Officer at CAIS. “By integrating with RedBlack’s rebalancing and trading management tools into the CAIS platform, advisors can more easily allocate, transact, and monitor alternatives alongside traditional investments.”
RedBlack is the first OMS provider to integrate with CAIS, with the API being developed in collaboration with RedBlack to help reduce friction across the alternatives market. Through the integration, advisors can:
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View funds available to them on the CAIS platform directly in RedBlack
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Create orders using models, global trade actions, manual order entry or order import
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Apply RedBlack compliance and allocation controls used for traditional securities to alternatives orders
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Create new subscriptions and add‑on subscriptions for existing positions at CAIS
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View CAIS order status within RedBlack for greater transparency directly on RedBlack’s trade blotter
“As advisors increase allocations to alternatives, operational complexity has become one of the biggest barriers to scale,” said Jennifer Valdez, Chief Revenue Officer of RedBlack. “This integration with CAIS brings alternatives directly into the rebalancing and trading workflow advisors already rely on, while preserving allocation intent, compliance controls and execution efficiency. It’s a meaningful step forward in unifying portfolio management across asset classes.”
