Integrations /Custodians & Portfolio Management

Get started with Wealthbox + CircleBlack

Modern CRM integrated with portfolio management and performance reporting. It’s all here!

Overview

CircleBlack delivers portfolio management and performance reporting, tightly integrated with your choice of technology and custodial feeds, to provide a 360-degree view of an advisor’s book of business. The integration with Wealthbox allows for contacts created in CircleBlack to be automatically created in Wealthbox. Additionally, Wealthbox tasks are actionable in CircleBlack.

Access Wealthbox through single sign-on within CircleBlack, and automatically sync contacts and tasks between the two apps.

Resources

Blog Post

“We are excited to partner with Wealthbox and seamlessly integrate their CRM solution into the CircleBlack Advisor Technology platform. Adding Wealthbox is an important addition as it aligns well with our end goal to enhance and simplify the advisor experience.”

Alex Sauickie

CEO of CircleBlack

Get started with Wealthbox + CircleBlack

Ready to try? Start your 30-day free trial now. Or schedule a demo.
Let’s do this!