Manage clients & prospects – seamlessly
Allow prospects to easily connect accounts
Allow prospects to easily share financial documents
Simplify proposal & financial plan generation process
Configure and store preferred investment models
Perform daily “heat-check” across client households
Easily execute rebalancing trades for drifted accounts
Receive notifications about accounts that have exceeded drift thresholds, review trades required to bring accounts back into balance, generate a rebalance report to share with your client for approval, and easily execute model based rebalancing trades via direct connection or trade files.
Facilitate regular performance discussions with clients
Regularly invoice clients and easily collect fees
Share marketing collateral or research insights with prospects and clients based on smart criteria
CircleBlack currently supports:
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