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CircleBlack for Advisors

Knowledge, Efficiency, Increased Revenue
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A 360 Degree view

CircleBlack is a wealth management platform that provides:

A Detailed View

A Detailed View

Performance Reporting

Performance Reporting

Integrations

Integrations

Rebalancing & Trading

Rebalancing & Trading

Model Marketplace

Model Marketplace

Billing

Basic Billing

Client Mobile App

Client Mobile App

Enhanced Client Relationships

We view our relationship as long term and one we take seriously. From our integration with CRM, planning and risk tools, to our monthly market share report and targeted content engine, CircleBlack is here to make your life easier, increase your revenue and help you to continue to build trusted client relationships.
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Everything In One Place

  • Account Aggregation - Provide a complete multi-platform view
  • A Detailed View of clients' exposure, holdings and transactions
  • Performance Reporting on managed and held-away assets of clients
  • Integration - Central Hub for CRM, Financial Planning, Risk and more
  • Rebalancing & Trading - Track drift, rebalance accounts and activate trades
  • Billing - Create invoices for clients and CSV files for custodians
  • Model Marketplace - Browse and apply models to accounts from a variety of model providers
  • 5-Star Client App/Portal - Easy to use with document sharing and vault
  • Targeted Content based on clients' portfolios
  • Market Share Reports providing insight into, and a breakdown of clients' held-away assets

Single Sign On; Single Key Stroke

As an advisor, you use lots of tools: CRM, trading, billing, risk. CircleBlack takes everything you use in your practice and creates a single sign-on hub. You only need to log into CircleBlack and everything is open and communicating with each other. CircleBlack is an open two-way system: Make a change anywhere, whether in CircleBlack or another integrated system, and it will get updated everywhere it needs to.

 

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Directed Content

Your clients want knowledge. We give you the ability to be the source they get it from. Generate your own content or choose from our vault with pre-written commentary that you can send to your clients based on their portfolio. You are able to see who it was directed at and if they read it, or choose who it gets sent to. Need help with content? We send you a Market Share Report at the end of each month that breaks down all the held-away accounts on the system, including percentage of clients and dollar value. So you can know your information is reaching the right clients!

Learn more about our Advisor Solutions.
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