How San Blas Securities Delivers Caring and Approachable Service
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About San Blas Securities
Headquartered in Atlanta, San Blas Securities is a full-service broker-dealer with a platform that includes capital markets and an independent network of advisors. The firm is known for its ethos: listening, long-term relationship building, and the right level of personalized advice.
AUM
The Challenge
At Sun Blas Securities, a hands-on approach is paramount to building trust and long-term relationships with clients. They understand that clients need someone they can call and talk to. And technological advances must not come at the cost of care quality.
Apart from the ease CircleBlack’s flexible all-in-one solution offers, San Blas chose CircleBlack for its comprehensive client communication system. They trust CircleBlack’s clear reporting options to communicate results, wins, and risks to clients clearly.
The Solution
CircleBlack’s interface helps San Blas enhance the quality of interactions with its client base. The comprehensive performance reporting capabilities keep conversations focused, constructive, and on track.
“It gives me a well-rounded look at exactly what’s going on with my overall book of business, and then I can dive into an individual household or client-level detail to see what’s going on with each person,” says Ben Treece, Senior Advisor at San Blas Securities.
- All-in-One Solution
- Intuitive Platform
- Enhanced Client Interactions
- Clear Data Communication
- Agile Partner
- Comprehensive Technology Stack
Everything in One Place
CircleBlack has become a focal point of daily routines at San Blas. For many advisors, it’s the first all-in-one platform they’ve used. The platform has successfully replaced what used to be a mix of spreadsheets, hand-written notes, and reporting from custodians.
“CircleBlack is my first login in the morning when I come into work, check my email, and prepare for my day by reviewing some holdings and accounts,” says Treece. “Moving between integrations in one platform relatively seamless, making it easy for clients and advisors to get on the same page.”
Comprehensive Technology Stack
Leveraging CircleBlack’s integration ecosystem to build a comprehensive technology stack allows advisors to communicate every aspect of investment to clients. Advisors at San Blas utilize CircleBlack and its Redtail and Nitrogen integrations to manage discussions with clients.
During conversations, it’s easy to pull up CircleBlack to provide a household-level perspective on wealth management. Advisors can show allocation to equities and investment-grade bonds while explaining how cash is ready for deployment into different areas or sectors.
To achieve this in the past, advisors had to spend hours manually tallying up these various perspectives. Now, with CircleBlack, it takes minutes. And the transition between screens is seamless.
Enhanced Client Interaction
Clients will always need confidence in an advisor and a firm’s ability to provide answers to questions or needs. CircleBlack’s bidirectional Document Vault, elegant performance reporting, and intuitive client portal helped San Blas enhance the quality of these interactions and build trust.
CircleBlack helps advisors interact with every client, be it a sole investor close to retirement age or a family with varying portfolios. The user-friendly interface suits every generation, not just digital natives. By seamlessly navigating between client and household-level details, San Blas can explain to families what each individualized portfolio means for the overall household and its assets.
It’s a unique opportunity for advisors to really work with clients on that educational front.
Disclosures: This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal, or tax advice.
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