Firm/Advisor Dashboard

Connect data from custodian and held-away accounts with financial planning software in one dynamic dashboard for more efficient client and household management. CircleBlack’s Firm/Advisor Dashboard provides a comprehensive, customizable interface that provides a streamlined, one-click experience for seamlessly managing client portfolios, client relationships, and firm administration.
Experience the difference
Advisor Dashboard

Save time and increase productivity

20%

reduction in client onboarding time

6 hrs

time saved per week by integrating CRM

100%

advisor usability with just one hour of training

Save time and increase productivity

20%

reduction in client onboarding time

6 hrs

time saved per week by integrating CRM

100%

advisor usability with just one hour of training

Enhance back-office efficiency across your entire advisory, getting days back to improve client satisfaction

Enhance back-office efficiency across your entire advisory
ACCOUNT METRICS

Daily heat-checks across client households

Our robust advisor dashboard provides a view across call client households in a single window. Easily view account metrics like Actual Risk vs. Target Risk Score, Probability of Success, WealthAlerts®, Account Drift vs. Assigned Model, and more. Manage your top-of-mind tasks from the top layer of your dashboard.

Risk Scores

Quickly gauge if the client’s actual risk score aligns with their target risk score

Probability of Success

Build client portfolios with confidence in delivering their financial goals

WealthAlerts®

WealthAlerts® notify you of material changes to client accounts
COMPREHENSIVE OVERVIEW

Manage and update client data all from one platform

Advisors can manage activities by account, household, branch, or advisor. Create, update, merge, or move client data between households. Deactivate households as needed. Personalize service without adding hours to your day.
MULTIPLE DATA SOURCES

Manage held-away accounts

Achieve a comprehensive view of every client's complete financial picture. Access direct mutual fund positions, variable annuities, 529s, and REITs from over 450 product companies with DST. Access checking and savings accounts, credit cards, loans, brokerage accounts, and retirement plans through best-in-class custodial aggregators like Yodlee and ByAllAccounts.
Diversified Capital Group
CircleBlack has become the nucleus for our fintech, allowing us to aggregate everything into one dashboard. What drew me to CircleBlack was its intuitive user interface. This is the foundation we could build all other fintech software in and through. In short, it is our home base.
Cole Laughton
Investment Advisor and Principal
Diversified Capital Group

Frequently asked questions

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Does each user get a customizable dashboard?

Yes. Each user gets a dashboard they can customize to optimize daily workflows.

Is there a firm-level and an individual-level dashboard?

Yes. Firm managers get access to a firm-level dashboard and an individual dashboard.

Are dashboards limited to a high-level overview of my clients? Or can I go deeper?

You can dive deeper into accounts by creating Household and Account level dashboards with the additional features of your choosing for deeper, more-personalized portfolio analysis.

Can I export data from the dashboard?

Yes. You can export the data from the dashboard as well as several third-party widgets into a spreadsheet.

What are WealthAlerts®?

WealthAlerts® are automated check-ups that the CircleBlack system provides for your household portfolios.

  • Aggregation Alerts: when Households link to outside accounts—-credentials must be revalidated to access updated account data
  • Rebalance Drift Alerts: when allocations of a specific account differ from the most recent rebalance proposal
  • Risk Alerts: when Households and Accounts cross risk thresholds (Risk Analysis integration only)
  • Large Contribution/Withdrawal Alerts: when large transactions happen in client accounts

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