Digital Investor Experience

Deliver the Wall Street experience to Main Street clients. CircleBlack offers a fully customizable, white-labeled web portal and mobile app for financial advisors to project professionalism and delight their clients. No developer expertise required.
Experience the difference
Digital Investor Experience

Delight, attract, and retain more clients

20%

avg reduction in client onboarding time

11%

increase in customer satisfaction

2%

increase in client retention rates

Delight, attract, and retain more clients

20%

avg reduction in client onboarding time

11%

increase in customer satisfaction

2%

increase in client retention rates

Exceed expectations with the polished feel of a large-scale advisory

Enhance back-office efficiency across your entire advisory
CUSTOM BRANDING

Offer a branded client web portal & mobile app with zero effort

Provide a branded client portal with your own logo and colors to reinforce your firm’s professional image and a white-labeled mobile app to give your clients access to their portfolios on the go. Listed under your advisor or firm’s name, your clients will interact directly with you—not CircleBlack.

Activation Emails

Speed up client activation with customizable emails that provide a personalized touch.

Document Sharing

Our bidirectional Document Vault allows clients to securely receive and share files.

Held-Away Accounts

Clients can aggregate data from all of their held-away accounts with just a couple clicks.
ACCESSIBILITY

Give clients access to their portfolio at home or on-the-go

Your clients have access to all their key information such as balances, holdings, and transactions at the tip of their fingers—anytime, anywhere.
CLIENT ENGAGEMENT

Engage clients with push notifications and emails

Mobile push notifications ping clients when you upload a new document or insight, and alert them to any aggregation issues in their accounts.
WHITE-LABELED REPORTS

Deliver branded reports that delight and are easy to understand

Start with one of our standard templates or customize your own in order to inform clients, respond to specific requests, or guide conversations—delivered and stored securely within the Document Vault.
Diversified Capital Group
What our clients want most is transparent and accessible service. CircleBlack allows us to offer an online platform and mobile app that allows our clients to track their wealth 24/7. This enables our financial advisors to deliver the personalized service our clients deserve.
Rob Michel
Chief Investment Officer
Glen Eagle Advisors

Frequently asked questions

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How much coding is required to set up the custom mobile app?

None. We’ll use the logo you provided during onboarding or a new one if desired.

That’s it! Our Customer Success team will set it up, handle app store permissions, and manage all the updates.

How can our clients find the app?

Your clients can search the Apple App Store or Google Play Store directly using your firm’s name. Once they find the app, they can download it.

Is the app branded?

Yes. The app will have your firm’s logo (not CircleBlack).

What’s required to set up an investor portal for our clients?

You need your clients’ contact information, including their email, to activate their account and generate the welcome email.

Can you customize the investor portal?

You can select from three different widget layouts for your clients, the default widgets and the display order. You can also enable your clients to customize layouts if needed.

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