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Core Capabilities

Everything you need to know about CircleBlack's core capabilities

Practice Management

Using the CircleBlack Advisor Dashboard

Customizing your Advisor Dashboard

Household Dashboard Overview

WealthAlerts® Overview

Compliance WealthAlerts®

Investor Experience (Desktop & Mobile)

Investor Portal Overview

Investor Portfolio Dashboard Overview

Investor Experience (Advisor's view of client portal)

Activating Households in CircleBlack Advisor

Customizing the Activation Email

Reporting (Legacy)

Firm Daily Reports

Display Multiple Benchmarks in Performance Reports

CircleBlack Product Team

Enable Cumulative Performance for Performance Reports

CircleBlack Product Team

Income Report & Expense Report

Net Worth Report

Portfolio Reporting

Next Generation Modular Reporting Overview

Generating Reports - Getting Started with Reports v2

Generating Reports: Selecting Context and Parameters

Generating Reports: Household, Account & Group Dashboard

Custom Report Templates

Trading & Rebalancing

Understanding Cash Reserve

Understanding Drift

Create, Edit & Store Models

Rebalancing with Models Overview

Client Billing

Document Management

Secure, Efficient, and Client-Friendly: How CircleBlack’s Document Vault Enhances Advisor Workflows

Bulk Uploads

Bulk Downloads

Share Notifications

New Document Indicators

Mobile App

Getting Started

Dashboard Overview

Adding Institutional Accounts and Manual Assets

DocVault - Finding, Sharing, Downloading, and Uploading Docs

Preferences, User Profile, and Advisor Access

Customer Relationship Management

Create a New Lead

CircleBlack Product Team

Add a Calendar Event

CircleBlack Product Team

Create and Save Notes

CircleBlack Product Team

Configure Calendar, Notes, and Tasks Tiles on the Advisor Dashboard

CircleBlack Product Team

Create and Save Tasks

CircleBlack Product Team

CircleBlack AI

Preview and Edit AI-Generated Reports

CircleBlack Product Team

Use the Portfolio Agent to Create AI-Generated Performance and Macroeconomic Summaries

CircleBlack Product Team