Firms who wish to provide their clients with a mobile app just need to inform their CircleBlack Customer Success team.

The team will use one of the logos provided during onboarding. Alternatively, if a specific logo/icon is desired, Firms can share that with the team also.

That’s it! No coding necessary, and CircleBlack will take care of all the updates and app store permissioning. 

We’ll let you know when your app is ready. All clients need to do is go to the Google Play Store or Apple App Store on their mobile device, search for ‘CircleBlack Investor’, and download the app.