CircleBlack, an all-in-one platform for relationship-focused advisors, and TradePMR, a technology and custodial services provider, announced today a new integration.
Veteran wealthtech executive to head technology development and operations as the organization continues to scale and deliver best-in-class solutions for client-centric financial advisors.
The combined offering provides a unified wealth management platform with a highly scalable trading and rebalancing solution suitable for any firm looking to bring efficiency to the management of highly customized, tax-optimized portfolios.