CircleBlack: Mission-Critical for Glen Eagle Daily Ops
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About Glen Eagle Advisors
Glen Eagle Advisors is a women-owned, multi-generational broker-dealer that provides outstanding financial services to some of the largest institutions in the world, along with individual and household investors. Glen Eagle prides themselves on developing long-term relationships with clients, translating their goals and long-term cash flow analysis into an investment plan designed to put these clients on the track toward their own unique goals.
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The Challenge
Glen Eagle Advisors needed an efficient way to deliver personalized experiences as the firm entered a global growth period. Glen Eagle previously used various strung-together tools and manual processes to prepare custom reports.
Today, CircleBlack functions as Glen Eagle’s operational command center. What previously took two analysts and multiple hours to run can now be done in 20 seconds.
The Solution
CircleBlack is a mission-critical part of Glen Eagle’s everyday operations. The software helps advisors and clients align quickly—reducing communication friction, improving alignment around long-term goals, and introducing efficiencies to everyday processes.
“When I sit down with a client, we can go through everything step by step, however deep or high-level that we want,” explains Susan Michel, Founder and CEO of Glen Eagle Advisors.
Glen Eagle has seen firsthand how better human interactions drive efficiency when both parties are on the same page. With this shared perspective, communication touchpoints become more valuable and impactful. CircleBlack empowers them to deliver this from one platform.
- Transparent and Accessible Workflows
- Online Platform and Mobile App
- Efficient Reporting
- Highly Adaptable
- Rapid Response
- Futureproof Platform
Enhanced client communication
At Glen Eagle, every workflow maps back to a bigger relationship management goal. The software helps clients and advisors engage in more meaningful discussions.
“What our clients want most is transparent and accessible service. CircleBlack allows us to offer an online platform and mobile app that allows them to track their wealth 24/7. With this capability, our highly talented team of financial advisors can deliver more personalized service. CircleBlack helps us focus on the intangibles of meeting people’s expectations.”
Easy Goal-Tracking
With CircleBlack, Glen Eagle has an easier time pulling the data to monitor and meet these goals in one place. Their advisors strive to deliver peace of mind.
“People have more emotional and life-impacting goals than returns alone,” describes Susan. “It’s about providing support to grandchildren, making repairs to homes, getting married, and other life milestones. Understanding these milestones helps us build financial plans that are sustainable and attainable.”
“CircleBlack helps us translate investors’ goals into an allocation strategy,” states Rob. “The goal is to build a clear sustainability picture and ensure investors stay on track.”
Comprehensive Tech Stack Integrations
Operationally, Glen Eagle leverages CircleBlack as a central hub for business operations— connecting multiple work streams, data sources, and other resources all in one place.
With this integrated view into every client’s financial plan, Glen Eagle can proactively monitor individual accounts closely and contact clients when needed. As a result, Glen Eagle can easily adapt to volatile market environments.
“CircleBlack gives us the accessibility to analyze the portfolio and make adjustments as needed much quicker and more effectively than we could have otherwise,” says Rob.
Customization for a Competitive Edge
Glen Eagle works closely with CircleBlack to execute business-critical objectives.
“CircleBlack operates as an extension of our team and is responsive to our needs,” expresses Susan. “They understand the immense amount of trust our customers put into our business and have a team dedicated to solving our problems on our behalf.”
With this partnership, Glen Eagle provides a higher level of service to customers.
“CircleBlack adapts to our workflows with our clients instead of the other way around,” says Susan. “As our business grows, it’s critical that we continue to give our customers the full attention they need and deserve. CircleBlack gives us the confidence to take ambitious steps forward without sacrificing our human values as we strive to be role models for our industry.”
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.
Persons associated with Glen Eagle Advisors, LLC and/or its affiliates have an ownership interest in CircleBlack, Inc. Susan Michel is a member of the CircleBlack board of directors.
See CircleBlack in Action
Communicate and engage better with your clients. Deliver greater analysis with superior efficiency. Grow your practice without hiring additional administrative or IT personnel. CircleBlack enables every advisor to become the best version of themself.
