Build Stronger Relationships

To Maximize Value And Assets Under Management

Your competition for assets under management is no longer solely other traditional advisors. You’re also fighting a battle against a technology-driven opponent. Investors now leverage several different investment venues, including robo-advisors and online trading sites.

This means that your competitive advantage is your ability to provide impactful advice and gain your clients’ trust. With CircleBlack’s wealth management solution and relationship platform, you’re empowered to strengthen your client relationships by giving your clients more control and giving yourself the opportunity to have greater insight into their total portfolios.

As a result, you have a means to grow your assets under management.

Visibility Into Complete Client Portfolios

Give your clients the power to share the data you need in order to better advise them. Take advantage of the opportunity to gain your clients’ trust and see the full picture of their assets to better understand their total wealth.

Stronger Client Relationships

Build more valuable relationships with your high-net-worth clients by creating greater need for your guidance, from developing their retirement and financial goals to determining their appropriate risk tolerance.

More Frequent, Tactical Communication

Enhance communication between you and your clients by initiating more conversations about their total portfolios. Prove your value with these additional opportunities and grow your assets under management.

Maximize Your Client Value