5 Ways Fintech Strengthens Advisor and Client Engagement

5 Ways Fintech Strengthens Advisor and Client Engagement

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...
An Outstanding Digital Experience: What Investors Expect

An Outstanding Digital Experience: What Investors Expect

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...
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,...