What’s New

Mobile App | Visualization and Usability Enhancements

• CircleBlack’s mobile app now achieves broad feature parity with CircleBlack’s web portal, introducing significant enhancements to the Document Vault and offering new features alongside a streamlined mobile workflow.  This set of enhancements is responsive to advisor and client expectations, adding in new delighters and ensuring privacy while accessing financial information on the go.
• New features within CircleBlack’s white-labeled wealth management mobile app include*:
  • Document Vault Enhancements: Enhancements made to both the management of documents and advisors’ and their clients’ abilities to interact with them (read more about Document Vault Enhancements below).  Most consequentially, the CircleBlack Document Vault now supports multimedia on both mobile and web platforms.  This allows advisors to share their audio and video podcasts or other newsworthy rich media files with all or a specific individual or subset of clients.
  • Streamlining Workflows with Efficient Navigation: The app has been designed to significantly reduce the number of taps required to drill down into desired endpoints, making navigation intuitive and efficient.
  • User-Friendly Interface: Featuring a beautiful, non-intimidating, and easy-to-navigate UI/UX, the app allows users to quickly access charts, graphs, documents, and media with minimal effort while maintaining a high level of organization and reducing screen-loading times.
  • Light Mode Implementation: A new light mode option provides a visually pleasing alternative to the dark mode. Experience a new aesthetic option preferred by many users.
  • Advanced Data Visualization: Time-period preferences, i.e. 3 months or 2 years, are now saved within balance graphs, transactions view, and holdings view.  Previously, an advisor could set preferences to a default time-period within the portal settings and have this apply to all widgets.  Now, an advisor can select their preferred time-period view separately for different widgets, i.e. transactions can be viewed over 3 months while holdings are viewed over 2 years.  With each selection, that specific widget will maintain and reflect the time-period selection whenever the widget is revisited, until an advisor changes the preference.
  • Clustered Balance Widgets: Balance-related drill-downs and widgets, such as exposure, risk, performance, and asset classes, are now clustered for easier access.  These rich content widgets allow for a deep-dive into each category for greater introspection by account and by widget.
  • Toggle Big Number Visibility for Privacy Control: Users can hide or reveal their total portfolio value with a simple click. This feature is especially beneficial when concerns arise about the setting where the user is accessing the app, toggling visibility of their portfolio value whether they are in private or looking to check their performance discreetly in public settings. The visibility preference (toggled on or off) carries through to each page or view within the app, maintaining the user's most recent selection for a consistent and secure experience.
• Click here to read more about CircleBlack’s mobile app and document vault enhancements.

Document Vault | Enhanced File Organization and Embedded Media Player Highlight Advanced Capabilities in Advisor-Client Document Vault Update

• CircleBlack has enhanced our Document Vault with a focus on improving and expanding the advisor-client relationship.  New capabilities in the Document Vault upgrade document management as well as document interactions.
• New Document Vault features for document management include:
  • Enhanced Folder Organization: Advisors can categorize and organize document types with a new Document Vault user interface, making it easier to locate specific documents.
  • Edit Document Detail Modal: Easily edit document names, types, and tags through a redesigned preview modal.
  • Notification Icons: Enhanced notification icons ensure important updates are easily noticed.  Furthermore, clicking on a Notification Icon will direct the user to a preview of the document within the Document Vault.
  • Improved Document Vault Navigation: Selecting a row also now opens the document’s preview modal, initiating an abridging of the document interaction process.
• New Document Vault features for document interactions include:
  • Bidirectional Uploads and Downloads: Advisor Both advisors and their clients can easily upload and download documents bidirectionally, including rich media files like videos and podcasts.
  • Document Sharing: Share multiple documents at once from the documents table, streamlining the sharing process.  In addition to bulk document sharing, documents can now be shared on and off the platform, regardless of the document owner, facilitating easier collaboration.
  • Embedded Media Player in Document Vault: Advisors and clients can access an embedded media player in the Document Vault on both mobile and web platforms, facilitating the consumption of video and audio content directly within the app.
  • Multimedia Sharing & Consumption on Mobile: Users can preview, scan, and upload various file types, including presentations, spreadsheets, text files, and images. 

Wealthbox | SSO Access to Wealthbox for Firm Assistants

• Assistants to Financial Advisors and Firm Managers can now access Wealthbox through CircleBlack’s integration simply by entering their Wealthbox credentials.  With this implementation, Assistants can log into Wealthbox with their own login when performing their duties, ensuring compliance by better tracking the actions they’re taking.

*Please note that the ability for some users to access the newest version of the mobile app may be delayed slightly based on their mobile device’s app store.