Today we’re happy to announce a new partnership with CircleBlack, a portfolio management platform designed to give advisors a complete 360-degree overview of every client’s portfolio in one easily accessible location.
(Advisors: Watch the webinar hosted by Wealthbox and CircleBlack that demonstrates the integration.)
With this integration, CircleBlack users will have their Wealthbox account framed into the CircleBlack interface. Wealthbox tasks will also appear in CircleBlack where they can be edited or completed. Additionally, contacts created in CircleBlack are created and updated in Wealthbox automatically.
“We are excited to partner with Wealthbox and seamlessly integrate their CRM solution into the CircleBlack Advisor Technology platform,” said Alex Sauickie, CEO & President of CircleBlack. “Our ‘best of breed’ solution strategy offers Advisors the flexibility and choice to build a tech stack that best fits their company’s strategy. Adding the Wealthbox CRM solution is an important addition as it aligns well with our end goal to enhance and simplify the advisor experience.”
“CircleBlack’s unique and innovative approach to portfolio management represents a fantastic fit in integrating with Wealthbox CRM for our mutual customers,” said Ernie Lacroix, Director of Partnerships. “We’re delighted to have CircleBlack join the growing Wealthbox community of leading wealth-tech vendors to help advisors help their clients.”
Watch the Webinar
Watch the webinar to learn how the integration between CircleBlack and Wealthbox helps advisors manage their clients’ portfolios.