The CircleBlack Investor portal gives your clients easier access to more data in an engaging and beautiful user interface.

Some highlights include:

• A tile-based interface of all your key financial data
• A new Accounts tile to see a list of all your accounts in one place
• Ability to configure and customize the order and display of all the available tiles
• Simpler top navigation menu
• Easier access to our integration with Yodlee's Fastlink 4.0 service so you can link all of your held-away accounts

For our RBC BLACK users, you can share the Overview Guide labeled "for RBC" attached below with your clients.

For CircleBlack Direct RIA firms and advisors, you can share the Overview Guide labeled "for Direct RIAs" attached below with your clients.

Email us at help@circleblack.com if you have any questions.