CircleBlack
CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform. CircleBlack's platform includes performance reporting, rebalancing, and billing functionality, as well as real-time two-way connectivity to custodian and held away accounts along with a range of 3rd party CRM, planning, and risk tools. Over 100 advisory firms and 1,000 advisors leverage CircleBlack technology to deliver prosperity to families and communities. Learn more here .
Articles by CircleBlack
- Practice Growth
Don’t Let Burnout Get the Best of Your Financial Advisory Practice
What can the financial advisor community do about it? As the saying goes, it takes a village to solve the problem. Let’s start by talking about it.
- Practice Growth
Is Meaningful Time Off Truly Possible for Financial Advisors?
Research consistently shows that people who take time to rest are more productive and engaged at work. #time #rest