Enhance Your Client Management with CircleBlack’s Household Grouping Feature

The Barrier Buster: CircleBlack’s Household Grouping Feature

As part of a June 2024 release, CircleBlack’s new Household Grouping feature on the Advisor Dashboard is designed to address these challenges. This update allows advisors to view all clients associated with a household grouping directly from the Household Dashboard, including Client Name, Relationship, and Total Assets.

Additionally, all columns in this table are sortable, and advisors can quickly edit information related to their clients:

View and Edit All Clients within an Associated Household

Advisors don’t have time to navigate through multiple screens and manually compile information about clients within a household. Such a process is time-consuming and prone to errors, making it difficult to maintain accurate and up-to-date client records.

With CircleBlack’s Household Grouping feature, advisors can access a unified view of all clients within a household directly from the Household Dashboard. This table includes sortable columns for Client Name, Relationship, and Total Assets, making it easy to organize and prioritize information. Advisors can also quickly edit client information, ensuring that records are always current and accurate.

The new Household Grouping table brings efficiency, clarity, and ease to your practice, allowing you to better serve your clients and streamline your operations.

Key Highlights of the Household Grouping Feature

Key highlights for advisors, RIAs, financial planners, and wealth management professionals include:

1. Comprehensive Client View:

• Unified Dashboard: Easily view all clients associated with a Household grouping directly from the Household Dashboard.
• Detailed Information: Access critical client details at a glance, including Client Name, Relationship, and Total Assets.

2. Enhanced Organization and Efficiency:

• Sortable Columns: All columns in the table are fully sortable, allowing you to organize and prioritize information according to your needs.
• Quick Edits: Effortlessly edit client information directly from the dashboard, ensuring that your client data is always up-to-date and accurate.

3. Improved Client Management:

• Streamlined Workflow: Simplify your workflow with an intuitive interface that reduces the time spent on administrative tasks.
• Enhanced Client Relationships: Quickly access and manage client details, enabling you to provide a more personalized and responsive service.
   

How to Use the Household Grouping Functionality

Using CircleBlack’s Household Grouping feature is straightforward and can significantly enhance your daily operations:

1. Access the Household Dashboard: Log in to your CircleBlack account and navigate to the Household Dashboard.
2. View Household Clients: In the new Household Grouping table, you will see a list of all clients associated with each household, along with their relationship and total assets.
3. Sort Columns: Click on the column headers to sort the table by Client Name, Relationship, or Total Assets according to your needs.
4. Edit Client Information: Easily make changes to client details directly from the table, ensuring that all information is accurate and up-to-date.

How This Feature Benefits You:

• Time Savings: Spend less time navigating through client information and more time focusing on strategic advisory activities.
• Increased Accuracy: Maintain accurate and up-to-date client records with ease, reducing the risk of errors and improving client trust.
• Better Client Insights: Gain deeper insights into your clients' relationships and assets, helping you make informed decisions and deliver superior service.