CircleBlack’s 2021 Year in Review

CircleBlack’s 2021 Year in Review

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 Launches Major Upgrade to Wealth Management Platform

Advisors Now Have Configurable Dashboards, Faster Load Times, More Custom Options and Expanded Widget Capabilities CircleBlack has launched a major upgrade to its unified best-of-breed wealth management platform to provide advisors with more easily accessible data,...