WealthAlerts are automated check-ups the CircleBlack system provides on your Household’s portfolios. There are currently four CircleBlack-generated Wealth Alerts and they are defined as follows:

• Aggregation Alerts: Households who linked outside accounts need re-validate their credentials to get updated account data

• Rebalance Drift Alerts: The allocations of a specific account differ from the most recent rebalance proposal

• Risk Alerts: If you have integrated your Risk Analysis partner with CircleBlack, CircleBlack will also provide Risk-generated Wealth Alerts for Households and Accounts with various Risk alerts.

• Large Contribution/Withdrawal Alerts: Identifies large transactions in client accounts

WealthAlerts are enabled for Advisor users by Firm Managers with access to our Compliance feature. To learn more about Compliance and WealthAlerts, see our article here.