Rovin Capital Improves Client Relationships with CircleBlack
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About Rovin Capital
Founded in 1978, Rovin Capital is a world-class concierge financial firm with skilled professional wealth advisors and financial planning specialists, specializing in capital risk management.
AUM
The Challenge
Rovin Capital’s technology stack utilizes several different solutions, including Nitrogen, MoneyGuidePro, and a CRM. They needed a platform that could integrate these different tools while providing performance reporting, client portals, and a dashboard for the firm.
The Solution
The team at Rovin Capital wanted to provide very specific financial planning advice. The majority of their customers are small business owners with more options than individual clients who don’t own businesses.
Rovin’s tech stack needed to support and streamline the management of these complex profiles with different needs without overcomplicating or slowing down operations by relying on too many disconnected tools.
They chose CircleBlack because it simplified client communications with a clear dashboard, provided a custom-branded app for the firm, and offered exceptional customer support – all-in-one solution.
“CircleBlack works with powerful technology partners to expand your firm’s capabilities,” says Eric Pierce, COO, Partner, and Wealth Advisor at Rovin Capital. “Integrate your data feeds. Connect your tools. Run 80% of your business from one platform.”
- Integrated Technology Stack
- Simplified Client Communication
- Branded Mobile App
- Advisor Dashboard Customization
- Exceptional Customer Support
Simplified Client Communications
“The relationship with our client is the most important aspect of our business,” says Pierce. “Without that, the client could go anywhere.”
CircleBlack’s client dashboard integrates various accounts, giving advisors and clients a clear dashboard for assessing portfolio performance. Now, the team at Rovin knows what’s going on with every client account at any given moment. This helps provide personalized support for each account without slowing down the team.
“When I reach out to a client, I can just pull up that household in CircleBlack, which gives me that investor’s current balance at my fingertips,” says Pierce. “I can see all of their accounts, go back several years, and easily research what’s been going on.”
Maintaining Unmanaged and Heldaway Accounts
Rovin Capital understands that their clients’ financial lives may extend beyond simply those accounts that Rovin advisors are managing for them.
“All of our clients have alternative investments that are not possible to access in the Schwab app,” says Pierce.
With CircleBlack, Rovin’s clients can utilize the firm’s customized client portal and branded mobile app experience to see all their investments, including their heldaway accounts, in one place. This makes it easy for Rovin’s clients to regularly evaluate asset performance, track their net worth, and discuss their complete financial picture with Rovin advisors whether those advisors manage each account or not.
Exceptional Customer Support
CircleBlack operates as an extended team for Rovin Capital. Beyond Rovin’s dedicated point of contact with CircleBlack, CircleBlack as an organization has implemented a feedback loop that listens to urgent development requests and works with Rovin to build the custom integrations they need to deliver more value to their clients.
“We had a client meeting on Monday, and on the previous Friday, we noticed that something on a performance report wasn’t quite right,” Pierce explains. “We messaged the team at CircleBlack and they got right on it—over the weekend. The issue was resolved so that we had all of our reports ready for our Monday meeting.”
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.
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