What’s New
Wealthbox | Real-Time Sync of Client Information Updates
- When an advisor with an established Wealthbox integration edits any client information field from the Household Dashboard or Client Details page in CircleBlack, that information is synced from CircleBlack to Wealthbox in real-time. CircleBlack will also check for select populated fields in Wealthbox and update those client fields within CircleBlack.
- This allows advisors to more quickly and efficiently manage client updates while understanding that CircleBlack has ensured a single source of truth for client information.
- Click here to read more about CircleBlack’s Wealthbox integration.
What’s Improved
Rebalancing | Filter by Accounts Available for Trading
- Filtering within the Blaze Portfolio integration in CircleBlack will now enable advisors to view only the relevant accounts that are available for trading, making the trading and rebalancing function more efficient within CircleBlack.
- Learn more about CircleBlack’s Blaze Portfolio integration and Rebalancing capabilities in our Knowledge Base.
eMoney | Improved Household Mapping Logic
- Enhanced the integration process so that households between eMoney and CircleBlack can be linked more easily, and managing those household accounts can begin more readily.
- Click here to read more about CircleBlack’s eMoney integration.
Reporting | Updated Cover Page for V2 Reports
- The sub-header denoting Managed/Unmanaged accounts has been removed from the V2 Reports cover page, improving readability in CircleBlack’s most-popular reports.
- Click here to read more about CircleBlack’s Reporting capabilities.