CircleBlack’s App is a 5-star mobile personal wealth management tool that puts your whole portfolio at your fingertips. Sending you WealthAlerts® when your finances are affected and personalized Insights so you have more knowledge about your money, CircleBlack watches your wealth so you can live your life.
Everything you have in one place. All your accounts, your work 401(k), even your Paypal. We pull it all together.
You can always see how you are doing. Track your whole portfolio, group accounts into goals or track individual accounts.
Worried about interest rates, China, the last market drop or any other financial issues? We watch what you have and if there is something you need to know; we’ll send you a WealthAlert®.
Short, digestible content from industry experts selected just for you based on your portfolio and expressed needs. Know more about what is important to you.
Set long or short-term goals. We will let you know if something changes or if you drift off track.