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.
“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.”
CEO of CircleBlack