Interoperability: The Most Valuable Feature of Wealthtech

Interoperability: The Most Valuable Feature of Wealthtech

By Sarah Rasmuss, Chief Product Officer for CircleBlack There are hundreds of technology offerings in the advisor tech ecosystem geared to help advisors streamline their workflows and have more time for revenue-generating activities. While most tech claims to be...
Three Trends Driving FinTech in 2022 and Beyond: Part 1

Three Trends Driving FinTech in 2022 and Beyond: Part 1

By Sarah Rasmuss, Chief Product Officer for CircleBlack The wealth management industry continues to evolve, requiring financial technology to advance with it. Over the past year and a half, thanks partly to the pandemic, FinTech company product roadmaps have...
Compliance 101: Ensure Your Compliance Technology is Up to Date

Compliance 101: Ensure Your Compliance Technology is Up to Date

By Sarah Rasmuss, Chief Product Officer, CircleBlack Moving from being a captive advisor to an independent Registered Investment Adviser is exciting but can also be complex. One of the most critical steps to complete while registering your new firm with form ADV is...