What’s Improved

Advisor Dashboard | Enhanced Client Profile

• Advisors can note and maintain greater client information through the addition of new Client Profile Fields, via both drop-down lists and open text fields, including client Job Title, Personal Interests, Anniversary Date, and ID documents (including Driver’s License, Passport, and Green Card numbers), in addition to financial-related fields like Investment Objectives and Time Horizon.  This enhancement enables client-focused advisors to better nurture their client relationships and foster deeper connections.
• Click here to read more about CircleBlack’s Advisor Dashboard.