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117 Ideas

Integrations | MoneyGuide - Investor/Client SSO - March '24Released

Ability for Client users to SSO directly into Money Guide Pro from the Client Portal.

4
Forum|Forum|9 months ago
J
Jyoti NihillKnown Participant

Client Experience | Allow for creation of Client Portal Users with limited access - Jan '24Released

GoalsAllow for creation of Client Portal Users with limited access to financial data and featuresUse CasesAs an Advisor, I would like to give my client’s children limited access to the Client Portal so that they can see their accounts but not those of their parents. As an Investor working with a third party service provider (like an Accountant or Lawyer), I would like a way to provide limited access to just a subset of my accounts so that they can get information they need without asking me to provide them.CapabilitiesCreate Client Portal Users with access to just a subset of accounts Create Client Portal Users with View Only access

3
Forum|Forum|1 year ago

Digital Investor Experience | Document Vault Enhancements in Mobile App - H2 '24Recently Released

Introduce Multimedia file uploading and sharing capabilities for both advisors and clients and add them to the DocVault

2
Forum|Forum|1 year ago

CircleBlack CRM | Portfolio Review Workflow - H1 '25In Development

Automatically trigger tasks to be performed by advisors

1
Forum|Forum|1 year ago

Portfolio Reporting | AI-Powered Portfolio Commentary - H1 '25In Development

Leverage AI to enable advisors to generate and utilize crisp summaries on client portfolio performance and macroeconomic developments

1
Forum|Forum|1 year ago

CircleBlack CRM | Client Onboarding Workflow - H1 '25In Development

Automatically trigger tasks to be performed by advisors and broader team to successfully onboard client(s) once contract is signed

1
Forum|Forum|1 year ago

CircleBlack CRM | Prospective Client Lead Tracker - H1 '25In Development

Introduce lead-tracking capabilities for advisors to better manage and track leads

1
Forum|Forum|1 year ago

Integrations | ByAllAccounts - H1 '25In Development

Ability to import data for over 150+ custodians into the system by entering your custodian credentials

4
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Forum|Forum|1 year ago

Integrations | Enhanced Wealthbox - H2 '24Recently Released

Adding additional details to the Client Detail page so that advisors can have pertinent details readily available Enhancing the client workflow so that clients can be easily identified and edited from the dashboard Implementing real-time client updates from CircleBlack to WealthBox when updating client details

3
Forum|Forum|1 year ago

Data & Feeds | Asset Mark Data FeedUnder Consideration

•Asset Mark Data Feed

2
Forum|Forum|1 year ago
J
Jyoti NihillKnown Participant

Reporting | Cash Flow Reporting - Q1 '24Released

GoalsAllow Advisors to run reports on cash flow This feature is still in it’s early stages, and we are still conducting discovery on Use Cases and capabilities to build. Check back later for more information.

2
Forum|Forum|1 year ago

DocVault | Enhanced Investor Capabilities - Q1 '24Released

Enhanced Investor capabilities to improve their experience managing and downloading documents securely.

2
Forum|Forum|1 year ago

Advisor Dashboard | Firm Level Performance - December '23Released

Ability for Firm Managers to see the Performance for the Firm as a whole. 

3
Forum|Forum|1 year ago

Mobile | iOS Push Notifications - November '23Released

Enable notifications of the mobile app on iOS devices. (Android devices already have this feature.)

3
Forum|Forum|1 year ago

Data & Feeds | GSAS data - December '23Released

CircleBlack will be able to consume data from GSAS - Goldman Sachs Advisor Solutions.

3
Forum|Forum|1 year ago

Client Experience & Advisor Dashboard | Portfolio Value vs Net Amount Invested Widget - December '23Released

Reportable widget that overlays money invested with portfolio value (invested line bar may increase or decrease depending on cash coming in/out of portfolio). Important for many investor personas and critical for retirees.

3
Forum|Forum|1 year ago

Integrations | Enhanced Model Integration & Workflow with Blaze Portfolio - TBDARCHIVE

View models created in Blaze Portfolio within Circleblack, without having to SSO into Blaze Portfolio.  

2
C
Forum|Forum|1 year ago

Client Experience | Enhanced 2-way Chat - Phase 2 - TBDUnder Consideration

Problem Statement:Advisors need the ability to communicate with their clients in a compliant manner.Two-way chat between advisor/client from investor portal & advisor dashboard Proposed Solution: The ideal two-chat should support the following: messages attachments (e.g. reports) The two-chat should feel native to CircleBlack to avoid needing to open a new tab.

2
C
Forum|Forum|1 year ago

Reports | Report Scheduling - TBDUnder Consideration

Advisors can schedule recurring reports to auto-generate and send so that they do not have to manually generate every report.

2
C
Forum|Forum|1 year ago

Reporting | Exclude positions from performance calculations - TBDUnder Consideration

GoalAllow Advisors to exclude specific positions from accounts when generating PDF reports.Use CaseAs an Advisor, I need to be able to exclude specific positions in my clients’ accounts that should not be factored into their portfolio performance.CapabilityGives Advisors the ability to exclude specific positions from accounts when generating PDF reports.

5
Forum|Forum|1 year ago
J
Jyoti NihillKnown Participant

Reporting | Projected Income Report - TBDUnder Consideration

GoalsAllow Advisors to run reports on projected income This feature is still in it’s early stages, and we are still conducting discovery on Use Cases and capabilities to build. Check back later for more information.

2
C
Forum|Forum|1 year ago

Client Experience | Tax Lots - TBDUnder Consideration

Putting Tax Lot in the investor web portal, including YTD gains and losses, short term and long term. 

3
Forum|Forum|1 year ago

Integrations | Wealthcare Financial Planning - September '23ARCHIVE

The CircleBlack Investor Dashboard to include a branded tile showing: Comfort Zone Score and chart  Monte Carlo Simulation - takes the variable that has uncertainty and assigns it a random value. The model is then run and a result is provided. This process is repeated again and again while assigning many different values to the variable in question. Once the simulation is complete, the results are averaged to arrive at an estimate.

4
Forum|Forum|1 year ago
J
Jyoti NihillKnown Participant

Redtail | Assistant Integration - July '23ARCHIVE

GoalTo have actions in RedTail taken by assistants attributed to assistants instead of advisor that they are acting on behalf of.Use Cases:As an Advisor, I want to be able to identify who created notes, comments and tasks in RedTail so that I know who to follow-up with should I have any questions.Capabilities: Identify notes created by an assistant in RedTail as being created by the assistant Identify comments added on notes by an assistant in RedTail as being added by the assistant Identify tasks created by an assistant in RedTail as being created by the assistant Ability for assistant to login to RedTail using their own RedTail credentials. Ability for Firm Manager to enable or disable assistant’s access to RedTail

5
C
Forum|Forum|1 year ago

Client Experience | Have option to display investor dashboard information for just managed accounts, unmanaged accounts, or all accounts - July '23ARCHIVE

GoalAllow clients to easily see which accounts are directly managed by their Advisor and the performance on accounts managed by the Advisor in their Investor Portal.Use CaseAs an Advisor, I want my clients to easily understand which accounts I manage for them and the performance of those accounts in their Investor portal.CapabilityProvide clients with option to see their dashboard information for accounts managed by their advisor, unmanaged by their advisor, and all accounts.

4
C
Forum|Forum|1 year ago
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