Tactically Engage Your Clients

With CircleBlack’s Wealth Management Solution

Robo-advisors and online trading sites have changed the way investors expect to receive financial advice and track their wealth. Technology has become a pivotal component of sound wealth management.  The solution from CircleBlack is a differentiating competitive advantage – empowering you to deliver the modern experience your clients expect and increase your brand value.

Entering Mobile

CircleBlack’s wealth management solution is founded on a modern, mobile technology platform that puts your clients’ complete portfolios on their smartphones and your brand in their pockets, providing significant brand exposure.

Asset Aggregation

Give your clients the ability to aggregate their many investment accounts in one place – creating a dashboard of their entire portfolio. Gain more insight into the held-away assets of your high-net-worth clients.

Tactical, Efficient Communication

Provide specific, valuable advice to your clients with a better understanding of their complete portfolios. Bring efficiency to your client communication and increase their levels of satisfaction.

Performance Reporting

Leverage daily performance reporting on client assets under your management as well as those that are not. Having greater and more timely insight translates to more impactful advice and a better demonstration of your value.

Financial Advisor Marketing

Exploit the marketing engine of our wealth management solution, which delivers your targeted content to qualified prospects and makes proving value to your clients easy.

Big Data Insight

Gain big data insights ­– including actionable wallet share – to learn more about your clientele and provide them with more influential guidance.

Engage Clients With The Power Of Technology