CircleBlack
CircleBlack is an innovative wealth management application that offers financial professionals an overview of a client’s portfolio in one, simple-to-access location. It also provides financial professionals real-time financial data, tools and editorial content that encourages comprehensive portfolio management and strengthens the advisor-client relationship.
Features:
- Mobility - An out-of-the-box mobile app that provides firms the opportunity to have their brand seen multiple times a week by their clients.
- Aggregation - An intuitive client account aggregation service that solves a key client pain point of account disaggregation.
- Consolidation - CircleBlack provides clients with easy and simple access to all of their financial data in one place while giving financials professionals greater visibility into their clients’ investments, especially held away assets.
- Client In Control - CircleBlack gives clients the ability to share only the accounts they want their financial professionals to see.
- Performance - Daily performance information at the instrument, account and portfolio level, including outside accounts.
- Alerts - Tailored alerts regarding current events that impact clients’ portfolios.
