CircleBlack Spring Series

SpringSeries: What’s New in CircleBlack

May 5, 12 & 19 · 2:00–2:20 PM ET

Three product sessions. 20 minutes each, no fluff. See what we shipped and why it matters for your practice.

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Why a Spring Series?

We Shipped a Lot

Mobile app, integrated CRM, AI-powered features — CircleBlack has had its biggest product year ever.

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Demos Take Too Long

You’re busy running a practice. Booking a 45-minute demo for every product update isn’t realistic.

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The Format

Three back-to-back Tuesday sessions. 20 minutes each. One topic per session — what we built, why it matters, and a live look at the product.

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The Result

A clear picture of what’s new in CircleBlack — in under an hour total — with no sales pitch and no fluff.

Demos Take Too Long

You’re busy running a practice. Booking a 45-minute demo for every product update isn’t realistic.

The Result

A clear picture of what’s new in CircleBlack — in under an hour total — with no sales pitch and no fluff.

Session Schedule

May 5
Session 1 — CircleBlack Mobile App
May 12
Session 2 — Integrated CRM & Portfolio Management
May 19
Session 3 — AI in Wealth Management
Every session
Tuesdays · 2:00–2:20 PM ET · Zoom

Save the date

Spring Series: What’s New in CircleBlack

Tuesdays in May · 2:00–2:20 PM ET
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Three focused product sessions

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20 minutes each

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No fluff, no sales pitch

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Register once, join any session

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Live on Zoom

Register Today!

Spring Series