The purpose of Groups is to provide a flexible way to view and report on a set of accounts that you manage - without restriction of Client, Household or even Account Type. Grouping allows you to do just that - create a group of accounts however you see fit!

Advisor Groups allow CircleBlack Advisor users to create custom groups on the fly. Some common examples of groups would be:

• Viewing and reporting on all retirement accounts for a particular household.

• Viewing the total balance and performance of a single Client or a Group of Clients who are mapped in a Household.

• See the aggregate performance of your top five households

Advisors can generate Reports on their Groups, and can view Groups in the Advisor’s interface (including Group Dashboard).

Groups can contain any or all of the following entities:

• Accounts

• Clients

• Households

A group can include any grouping of these entities. For example, you can have a group with Accounts and Clients or Clients and Households or all three. Remember, a Client in CircleBlack is defined by an account or group of accounts that all have the same tax ID. A Household in CircleBlack is a Client or group of Clients that have been specifically mapped to a Household.

Groups can be created by the following CircleBlack Advisor users: Firm Managers, Branch Managers, Advisors, and Assistants acting as agents of the aforementioned users.

Additionally, when you create a group, we’ll calculate all the available historical data in our system for that group. For example, if you’ve been using CircleBlack since January 2019, any Group you create will have history starting then.