By Claudine Martin, VP Head of Marketing, CircleBlack Wealth management has been facing fiercer competition, more regulation, and shrinking commission margins since the financial crisis of 2007. In the present, advisors must acquire more clients to increase AUM and...
By Claudine Martin, VP Head of Marketing, CircleBlack The Covid-19 pandemic changed how many financial firms viewed investors and what they expected from their advisors. Before 2020, the wealth management’s business, as usual, was mainly through face-to-face...
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!...
Empowering independent advisors to manage their practice more efficiently and grow their business faster. Today, Trinlogix announced it has entered into a partnership with CircleBlack, a leading unified wealth management platform, to create BlackLogix, an out-of-the...
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,...
