What’s New
Client Experience | Enhancements to firm customization of Investor Portal
- We added two enhancements to the preference that allows that Firms to customize the widgets on the Investor portal.
- The first is the functionality to allow or not allow Investor users to change the firm default layout. We added a checkbox under the Investor Experience Settings section in Firm Preferences.
- The second enhancement relates to MoneyGuide and Risk Partner integrations. Firms can now include the Financial Planning and Risk widgets as part of their firm default layout.
- Click here for additional information.
Reporting | Firm Daily Reports
- CircleBlack offers the ability to send daily files of your firm’s essential account, position, and transaction data to an SFTP destination of your choice.
- We updated these daily files to further parse out key client information data like household emails and client address data.
- Contact the Customer Success Team at help@circleblack.com to learn more our Firm Daily Reports. You can also click here for additional information.
Accounts Architecture | Managed versus Unmanaged
- In our last release, we announced that we can can start enabling Managed-Unmanaged functionality for interested firms. We had a great response and some excellent feedback!
- If your firm is interested in this capability, please reach out to the Customer Success Team at help@circleblack.com to have it enabled.
- Click here for additional information.
What’s Coming
Client Experience | Mobile App Enhancements & Improvements
- In the next few weeks, we will be releasing enhancements and fixes to the Investor mobile app.
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We will be expanding the types of files Users can upload to their Document Vault through the mobile app. Users will be able to upload the following file types:
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CSV (.csv); Doc (.doc, .docx, .rtf)
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Image (.jpeg, .jpg, .jpe, .jfif, .png, .svg, .svgz)
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PDF (.pdf)
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PPT (.ppt, .pptx)
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Text (.txt)
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XLS (.xls, .xlsx) CSV, Doc, Images, PDF
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We will also be adding the ability for Users to download documents that are available in their Document Vault through the mobile app. This will give Users more flexibility around saving and viewing the documents in their Document Vault.
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Fixes and smaller enhancements will include:
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Fixed Biometrics Login Bug: We will be fixing the issue where biometric login - fingerprint and face recognition - was working inconsistently for our mobile app. Biometric based logins will be be working consistently for Users who opt to use that feature.
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Yodlee: We will release an update to better handle the Yodlee Fastlink 4.0 experience within our mobile app. This makes the process of adding held-away accounts smoother for Users.
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This release will also include multiple minor bug fixes and enhancements that improves the overall user experience and security of our mobile app.
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