Wealth View

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Without visibility into your wealth, how do you know if you're on track to meet your goals?

For example, can you maintain the retirement lifestyle you’ve envisioned and planned for? CircleBlack empowers you to securely view your complete financial picture in real time. Safely link all of your finance and investment accounts with CircleBlack to easily view your exact net worth. Set and track customized goals to have true vision into your performance.

Achieve Financial Clarity

Wealth Control

Take control of your wealth by supervising it with the support of people you trust.

Share information with the people you trust, from your financial advisor and CPA to your spouse and children. Elect what information you wish to share, and when you receive specific Wealth Alerts, relay that knowledge to whomever you choose. As your life changes, you can update your CircleBlack profile to reflect any shift in your financial goals.

Wealth Check

Gain more knowledge of your wealth by comparing your portfolio to those of people like you.

Benchmark by demographics, lifestyle or investment type to fully grasp the relative performance of your investments and savings. From rate of return and portfolio risk to proximity to your financial goals, CircleBlack helps you monitor how your investments are performing and how your wealth is growing compared to your peers.

Wealth Alert

How healthy is your entire investment portfolio?

What’s going on in the world that’s impacting your wealth? CircleBlack monitors your portfolio 24/7 so you don’t have to. Empower yourself and view only the financial information you need to better manage your money. CircleBlack sends proactive, portfolio-specific alerts straight to your mobile device when your investments are impacted, giving you the option to take action.

Wealth View

Without visibility into your wealth, how do you know if you're on track to meet your goals?

For example, can you maintain the retirement lifestyle you’ve envisioned and planned for? CircleBlack empowers you to securely view your complete financial picture in real time. Safely link all of your finance and investment accounts with CircleBlack to easily view your exact net worth. Set and track customized goals to have true vision into your performance.

Achieve Financial Clarity

Wealth Control

Take control of your wealth by supervising it with the support of people you trust.

Share information with the people you trust, from your financial advisor and CPA to your spouse and children. Elect what information you wish to share, and when you receive specific Wealth Alerts, relay that knowledge to whomever you choose. As your life changes, you can update your CircleBlack profile to reflect any shift in your financial goals.

Take Charge Of Your Wealth

Exclusive Access To The Pre-Release

Wealth Check

Gain more knowledge of your wealth by comparing your portfolio to those of people like you.

Benchmark by demographics, lifestyle or investment type to fully grasp the relative performance of your investments and savings. From rate of return and portfolio risk to proximity to your financial goals, CircleBlack helps you monitor how your investments are performing and how your wealth is growing compared to your peers.

Measure Your Wealth's True Performance

9 Net Worth Stats Exposed

Wealth Alert

How healthy is your entire investment portfolio?

What’s going on in the world that’s impacting your wealth? CircleBlack monitors your portfolio 24/7 so you don’t have to. Empower yourself and view only the financial information you need to better manage your money. CircleBlack sends proactive, portfolio-specific alerts straight to your mobile device when your investments are impacted, giving you the option to take action.

Monitor Your Wealth

6 Critical College Planning