CircleBlack’s 2021 Year in Review

by | Jan 10, 2022

By Claudine Martin, VP Head of Marketing, CircleBlack

2021 has been an amazing year at CircleBlack! Here we spotlight a few of our key accomplishments with our advisor and investor platforms throughout this year and highlight our company updates:

V3 Released!

CircleBlack launched a major upgrade to its unified best-of-breed wealth management platform to provide advisors with more easily accessible data, new customizable features, and expanded API capabilities for advisors. The upgrade delivers:

  • Improved interface for more intuitive navigation and viewing
  • Option to customize views at dashboard and household levels
  • New API architecture to accommodate needs of enterprise organizations
  • Reduction of tech debt, allowing for faster implementation of new features and integrations

What excited us about this upgrade was the inclusion of more client user testing where we allowed current advisor clients to experiment with various components and then built an improved version based on their feedback,” said Sarah Rasmuss, Chief Product Officer at CircleBlack. “They wanted the ability to view more data on one screen, and the option to customize more features—so that’s what we gave them. It’s faster, more logical, more relevant, and highly efficient.”

Read more about the enhancement here. Some comments the CircleBlack team received from our clients on the new platform UX:

“Dashboard layout way better, more data, easier to use, solidifies one stop for client conversations.”

More at fingertips, but still customizable. Most importantly, I know where to go for various functions.”

More intuitive as far as placement of functions. Clear indication of whether I’m using CircleBlack, Redtail, MGP, Riskalyze, etc.”

“The design has a lot more data exposed to the user instantly (less clicks involved to get a quick overview). I also like the customization of the page … moving around “tiles/boxes” is great!”

The new layout looks fantastic. I like being able to see multiple components of CircleBlack features on one screen.”

11 Major Enhancements, Including:

  • Enhanced Reporting Capabilities
  • Advisor View of Investor Portal
  • Enhanced Integration Visibility on Investor App
  • White-label Versions of iOS and Android Investor App

7 New Deep, 2-Way Integrations

  • RIA in a Box
  • StratiFi Risk
  • Totum Risk
  • BillFin
  • WealthBox
  • Trinlogix
  • PractiFi (coming in early January 2022)

6 New Model Providers added to Model Marketplace

Bringing us to 332 Strategies from 20 different Asset Managers! Examples:

Company Updates

In 2021 we hired Sarah Rasmuss as our Chief Product Officer and Michael Pass as our Chief Technology Officer – and expanded our Product, Development, Operations and Client Services team by 50%.

We also added new sales positions and welcomed Cory Belcher and Sue Summers to the CircleBlack team.

CircleBlack was proud to be named as a Wealthies finalist in September and was inducted into the ThinkAdvisor Class of 2021 Luminaries!

Opened new Headquarters in December, located at 333 Washington Street, Jersey City NJ. We are excited to be working together in our new headquarters after a year and a half of working 100% remote.

And we can’t wait for what 2022 will bring! We are laser focused on delivering product and service enhancements that will benefit our clients and are needed in the industry. Stay tuned to hear more about CircleBlack’s 2022 roadmap featuring enhanced trading and rebalancing functionality, a major redesign to our investor experience, more reporting enhancements, adding managers to our model marketplace and so much more.

Claudine Martin is the VP, Head of Marketing for CircleBlack, unified best-of-breed wealth management platform that consolidates data from multiple custodians and allows advisors to choose the best solutions to fit their tech stack.

CircleBlack Portfolio Management System