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:
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Aggregation Alerts: Households who linked outside accounts need re-validate their credentials to get updated account data
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Rebalance Drift Alerts: The allocations of a specific account differ from the most recent rebalance proposal
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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.
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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.