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117 Ideas

Client Experience | Guided In-App Product Tours - Q1 '24Under Consideration

For new users or existing users encountering new features, we will build out long and short in-app product tours and feature guides. 

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Forum|Forum|2 years ago

Integrations | Tax Lot integration with SmartLeaf - TBDUnder Consideration

Tax Lot integration with SmartLeaf

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Forum|Forum|2 years ago

DocVault | Custom Folders - TBDUnder Consideration

Create your own folders to personalize your taxonomy for organizing folders. Organize documents as advisors prefer, and set global folders for firm administration. 

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Forum|Forum|2 years ago

Client Experience & Advisor Dashboard | Light ModeReleased

Change the primary background color to white rather than black.

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Forum|Forum|2 years ago
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Jyoti NihillKnown Participant

Reporting | Provide Morningstar Category for every security - Aug '23ARCHIVE

GoalsProvide Morningstar Category for every security in our PlatformUse CasesAs an Advisor who constructs portfoilios based on asset classifications, I would like more granular classification of assets so that I can better atune my portfolio to my clients. As an Advisor who discusses performance with my clients, I want the ability to segregate performance by more granular asset classification so that I can better explain the performance of the portfolio to my clients.FeaturesAdd a new category named "Asset Category" to the Exposure Widget which will display Morningstar Asset Category for all securities Adding new report parameter for Holdings by Asset Category & Exposure Breakdown by Asset Category

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Forum|Forum|2 years ago
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Jyoti NihillKnown Participant

Document Vault | Document Vault Access Improvements - July '23ARCHIVE

GoalGive Firm Managers access to all documents uploaded for firm Make it easier for Investors to share documents with team of advisors who service their accountsUse CaseAs an Advisor in a Firm where all Advisors service all Clients, I want to make sure all Advisors have access to all documents so that anyone at the firm can service our mutual clients. As a Firm Manager, I would like to be able to see all documents in the document vault in case I need to fill in for an absent Advisor As an Investor with multiple Advisors assigned, I want my documents to automatically be shared with everyone servicing my accountsCapabilitiesFirm Managers can be entitled to see all documents for a firm When an Investor shares a document, automatically share all documents with all advisors in the firm

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Forum|Forum|2 years ago

Document Vault | Enhance Document Organization - July '23ARCHIVE

GoalEnhance Document Vault to allow Advisors more flexibility in how they organize their clients’ reports and documentsUse CaseAs an Advisor, I need the ability to easily organize my documents in my Document Vault so I can easily access and share important documents and reports with my clientsCapabilityAbility to organize documents by labels in Document Vault

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Forum|Forum|2 years ago
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guillaumeNew Participant

Integrations | Pontera 401KUnder Consideration

GoalMake the data feed for 401k more robust and avoid disconnectionUse casesAs a FA, I managed 401K through a platform called Pontera. Pontera works with other billing system to send data on the 401k managed. The feed never get disconnected.CapabilityContact Pontera to ask about the data feed and how to integrate it to CB

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Forum|Forum|2 years ago
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guillaumeNew Participant

Bulk action on householdNew Idea

Possibility to create bulk actions on household. Select all or some households and being able to:send emails Hide/deactivate $0 account other actions

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Forum|Forum|2 years ago
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guillaumeNew Participant

After tax net worthNew Idea

GoalHaving a net worth closer to realityUse CasesAs a FA, I would like my clients to have a better sense of the money they have and can withdraw.CapabilitiesPossibility to add revenues to a client (see other idea).Possibility for circle black to calculate the tax liability for different account.

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Forum|Forum|2 years ago
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guillaumeNew Participant

Revenues and TaxesNew Idea

GoalsIncrease information on a household for the FAUse CasesWith revenue and taxes data, FAs can run scenarios, make recommendations and know their clients better.CapabilitiesCreate an income/revenues widget with possibility to:add a revenue for the household and per members % taxes for the household if filing jointly (manually or automatically) with the state tax liability for the current year tax liability for the previous years Report on it. Revenue evolution / taxe increase etc.

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Forum|Forum|2 years ago
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guillaumeNew Participant

Open APINew Idea

GoalsSend, receive data and display data from other apps.Use CasesExchanging data between Circle Black and other applications (CRM, Tasks management, accounting software etc.) in an easy and open wayCapabilitiesPossibility to send raw data in different format w/o much intervention from Circle BlackPossibility to receive data and display them (creating “empty” widgets when data can be display).

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Forum|Forum|2 years ago
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guillaumeNew Participant

Multiple clients onboardingNew Idea

GoalOnboarding multiple clients at once.Use CaseAs a FA who has to transition all his clients to Circle Black, I would like to be able to send an onboarding email to all the households at once with or w/o a temporary password.CapabilitiesSelecting multiple household and send an onboarding email.

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Forum|Forum|2 years ago
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guillaumeNew Participant

Simplify share account featureNew Idea

GoalMake it easier/more intuitive for FA’s clients to share their accounts.Identify if an account hasn’t been sharedUse casesAs an advisor, I need to have an overview of my clients accounts. Client add and remove accounts all the time and they have to remember to share the account with their FA.CapabilitiesAbility for the clients to share all their accounts by default during onboarding.Ability for the clients to share an account in one click.Ability for the clients and the advisor to identify that an account hasn’t been shared.

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Forum|Forum|2 years ago
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guillaumeNew Participant

Performance column sortingNew Idea

Ability to sort the performance column. It’s possible to sort column by name, value but not by performance.

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Forum|Forum|2 years ago
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guillaumeNew Participant

Holdings accross portfolioNew Idea

As a FA, I would like to see holdings I have across the portfolios I manage instead of per portfolio/household.

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Forum|Forum|2 years ago
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guillaumeNew Participant

Household performancesNew Idea

As a FA I would like the ability to have a List of household with overall performances of account I managed.

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Forum|Forum|2 years ago

Redtail | Client Information Verification - Mar '23Past Release

GoalEnhance bi-directional interaction with Redtail CRM to ensure client profile data stays in sync with CircleBlack data.Use CaseAs an Advisor, when I approve changes to my client’s profile initiating from custodian feeds or when I make changes on CircleBlack Advisor UI to my client’s profile, these profile changes should be reflected in Redtail CRM. As an client, when I make changes to my profile in the CircleBlack Investor portal, these should be reflected in Redtail CRM. As an Advisor, when I initiate changes to my client’s profile on Redtail CRM, I want these reflected in CircleBlack.CapabilityClient profile changes stay in sync between CircleBlack and Redtail CRM

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Forum|Forum|2 years ago

Client Experience | Display Model Names for Accounts - Mar '23Past Release

GoalProvide Advisors an easy and quick way to see what Model Portfolios are assigned to accounts.Use CaseAs an Advisor, I want to be able to quickly see what Model Portfolios are assigned to accounts so that I have a context for the account’s asset allocation.CapabilityAccounts widget will have a new column called “Assigned Model” added Account Info widget will have a new data point called “Assigned Model” added If multiple models are assigned to the account, percentage allocated to each model will also be displayedNote that this information will only appear for Users entitled to models.

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Forum|Forum|2 years ago

Redtail | Notes Integration - Mar '23Past Release

GoalTo provide an easy way for Advisors to create notes in CircleBlack when engaging with clients and to have these notes get logged in the Advisors’ connected Redtail CRM.Use CaseAs an Advisor, when I’m engaging with my clients using CircleBlack’s Advisor Dashboard, I want to be able to create a note in CircleBlack and ensure that note gets logged in my connected Redtail CRM.CapabilityAdd a new “Notes” button to the Household Info tile on the Advisor Dashboard and have functionality to push that note to Advisor’s linked Redtail CRM.

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Forum|Forum|2 years ago

Reporting | Generate PDF Reports for just Managed or Unmanaged accounts within household - Apr '23Past Release

GoalAdvisors are able to run reports just on subset of accounts within a Household that they manage.Use Case As an advisor, I want to be able to run reports on just the accounts I manage within a Household so that I can clearly demonstrate my value to the investor without including assets that are outside of my control. As an advisor, I want to be able to run reports on the accounts not under my advisement so that I can compare their performance to accounts I manage and show investors where I can add value. CapabilityWhen running PDF reports for a Household, provide option to only run it for Managed accounts, Unmanaged accounts, or all accounts When run for just Managed accounts or Unmanaged accounts, add notation to cover page so Users knows only subset of accounts represented.

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Forum|Forum|2 years ago
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Jyoti NihillKnown Participant

Rebalancing | Robust Rebalancing, Trading, and Tax Aware Modeling - July '23ARCHIVE

GoalIntegrate with Blaze Portfolio to offer robust rebalancing, trading, and tax aware modeling.Use CasesAs an Advisor, I would like to be able to easily sell out of a single security across accounts and replace it with another security so that I can quickly move my clients out of falling securities. As an Advisors, I would like to be able quickly identify and execute trades for tax loss harvesting so that I can minimize my clients’ tax obligations. As an Advisor, I would like the ability to conduct tax-aware trading at the household level so that I can minimize my clients’ tax obligations. As an Advisor, I would like to be able to conduct sleeve trading so that I can apply customized investment strategies to my clients’ portfolios.CapabilitiesData integration with Blaze Portfolio NOTE: This is functionality that requires an onboarding process. Please contact the CircleBlack Customer Success team at help@circleblack.com.

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Forum|Forum|2 years ago

Client Experience | Add TWR Performance option to Investor Portal - Feb '23ARCHIVE

GoalThe Investor Portal already displays clients’ accounts performance using the dollar-weighted return methodology. This enhancement will provide Advisors the ability to select time-weighted return or dollar-weighted investment performance in the Investor portal.Use CaseAs an Advisor, I want to be able to choose which performance methodology my clients see when looking at their portfolio investment performance.CapabilityAdds a preference that allows the Advisor to choose the performance calculation methodology by household in the Investor portal to be either time-weighted return or dollar-weighted return. (Released in Jan. ‘23) Adds firm-level preference that allows Firm Managers to set the performance methodology (TWR or DWR) and type (Gross or Net of Fees) in the Investor portal. (Released in Feb. ‘23)  

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Forum|Forum|2 years ago
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Jyoti NihillKnown Participant

Account Maintenance | Add Managed / Unmanaged identifier to Accounts - Feb '23ARCHIVE

GoalAdvisors are able to identify an account as Managed or Unmanaged, so Advisors and Investors can clearly see which accounts are under the advisor’s advisement.Use Case As an advisor, when I look at my clients’ accounts I need to be able to segregate accounts that I advise from those not under my management so I can properly manage accounts and communicate which accounts’ performance I am responsible for.  As an investor, when I look at my accounts I need to be able to identify which of my accounts are managed by my advisor so I can quickly identify which accounts my advisor is responsible for and which ones I must manage separately. CapabilitiesDisplay managed / unmanaged indicator in Account tables and Account Information pages. Managed / unamanged indicator will only be modifiable for those entitled with Edit capabilities. Firm able to set default value - managed or unmanaged - for newly added accounts based on source of data.

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Forum|Forum|2 years ago

Advisor Dashboard | Add new Asset Class Performance Widget (Table & Graph) - Feb '23ARCHIVE

GoalCurrently, Asset Class Performance is only available in PDF Reports. Provide Advisors an easy and quick way to view household and account asset class performance in the Advisor Dashboard.Use CaseAs an Advisor, I want to be able to quickly view a Household’s or Account’s asset class performance in my Dashboard rather than having to generate a PDF performance report.CapabilityThis enhancement adds a new Asset Class Performance widget to the Household and Account Dashboards. The first iteration of the new widget will display a table that shows performance on the Detailed Asset Class level. (Released in Jan. 2023) The second iteration of the new widget will add a graph to the widget that shows the top 5 best performing Detailed Asset Classes. (To be released Feb. 2023)

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Forum|Forum|2 years ago
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