Investor Experience (Desktop & Mobile)

The CircleBlack Investor Experience application gives advisors and their clients the clarity they need to stay informed, without the complexity that can overwhelm. Available on web and mobile, it delivers a secure, advisor-branded experience with an interactive view of portfolios, performance, and key documents.
Experience the difference
CircleBlack Investor Portal - Portfolio

Delight, attract, and retain more clients

20%

Average reduction in client onboarding time through automated client onboarding workflows

11%

Increase in client satisfaction by offering customizable white-labeled web and mobile apps

2%

Increase in client retention through a modern digital investors experience

Delight, attract, and retain more clients

20%

Average reduction in client onboarding time through automated client onboarding workflows

11%

Increase in client satisfaction by offering customizable white-labeled web and mobile apps

2%

Increase in client retention through a modern digital investors experience

Everything your clients need to stay informed and nothing more

Enhance back-office efficiency across your entire advisory
CLIENT DATA WITH CUSTOM BRANDING

Leverage a branded client web portal and mobile app for clients

Display all critical client data within a secure, custom-branded web and mobile app, giving clients on-the-go access to portfolios, documents, and multimedia.

Activation Emails

Accelerate client activation with customizable emails that add a personalized touch.

Document Sharing

Enable secure, bi-directional document management so clients can easily receive and share files.

Held-Away Accounts

Empower clients to bring together data from all held-away accounts with just a few clicks.
DATA ACCESS

Provide clients with access to their portfolios, whether at home or on the go

Clients can access all their key information—balances, holdings, and transactions—right at their fingertips, anytime and anywhere.
CLIENT COMMUNICATION

Engage clients with push notifications and emails

Mobile push notifications alert clients when new documents or insights are available and notify them of any aggregation issues in their accounts.
PERFORMANCE REPORTS & INSIGHTS

Share custom-built client reports and insights instantly

Share reports and insights through standard or customized templates that inform clients, address specific requests, and guide conversations. All documents are delivered and securely stored within the Investor Experience app, available on web and mobile.
MULTI-MEDIA FILE SHARING

Go beyond PDFs with content that helps clients stay engaged

Share spreadsheets, images, and multimedia files directly with clients using the built-in media player. Deliver podcasts and YouTube videos for clients to view or listen to seamlessly within CircleBlack’s investor portal and mobile app.
DOCUMENT CATEGORIZATION

Categorize documents and edit details with ease

Keep clients organized and informed with custom folders and clear file names. Eliminate clutter and ensure every document and upload is easy to find.
Diversified Capital Group
What our clients want most is transparent and accessible service. CircleBlack allows us to offer an online platform and mobile app that allows our clients to track their wealth 24/7. This enables our financial advisors to deliver the personalized service our clients deserve.
LinkedIn Profile Photo
Rob Michel
Chief Investment Officer
Glen Eagle Advisors

Frequently asked questions

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How much coding is required to set up the custom mobile app experience?

None. We’ll use the logo you provided during onboarding or a new one if desired.

That’s it! Our Customer Success team will set it up, handle app store permissions, and manage all the updates.

Where can our clients download the mobile app?

Your clients can download the mobile app from the Apple App Store or Google Play Store.

How long will it take my clients to learn and use CircleBlack?

Your clients can expect to learn how to use the platform in as little as 30 minutes.

What’s required to set up an Investor Portal for our clients?

You need your clients’ contact information, including their email, to activate their account and generate the welcome email.

Can you customize the Investor Portal?

You can select from three different widget layouts for your clients, the default widgets and the display order. You can also enable your clients to customize layouts if needed.

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