What’s New

Advisor Experience | Display Cash Balance & Percent in Cash in Accounts

• On the Accounts list page at the Firm, Advisor, and Household levels, we added two new columns: Cash Balance and % in Cash
• The Cash Balance column shows the balance of cash and cash equivalents in that account.
• The % in Cash column shows the percent of cash and cash equivalents in that account.

Document Vault | Enhancements to document sharing experience & document access

• We improved the process to share documents between Advisors and Households. Now, if a document has not been shared with a Household, the Share Details page calls that out. The Share Details page also more quickly displays which Households a document has been shared.
• Our Documents by Household now also include Reports generated at the Account level for a particular Household. For example, if you generated a performance report for a single account in a Household with multiple accounts, the Account report is available in the Household’s list of documents.

Client Experience | Mobile App Enhancements & Improvements

• We released the following enhancements and fixes to the Investor mobile app.

• We expanded 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:

  • CSV (.csv); Doc (.doc, .docx, .rtf)

  • Image (.jpeg, .jpg, .jpe, .jfif, .png, .svg, .svgz)

  • PDF (.pdf)

  • PPT (.ppt, .pptx)

  • Text (.txt)

  • XLS (.xls, .xlsx) CSV, Doc, Images, PDF

• We added 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.

• Fixes and smaller enhancements include:

  • Fixed Biometrics Login Bug: We fixed the issue where biometric login - fingerprint and face recognition - was working inconsistently for our mobile app. Biometric based logins will work consistently for Users who opt to use that feature.

  • Yodlee: We released 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.

  • This release included multiple minor bug fixes and enhancements that improves the overall user experience and security of our mobile app.

What’s Coming

Reporting | Next Generation Reports

• We’re very excited to announce that next month we’ll be releasing our next generation Client Reports and redesigned Reports landing page. 
• The new Client Reports will retain CircleBlack’s client-friendly look and feel but will feature an updated, modern design, improved data density, and streamlined configuration options.
• CircleBlack’s existing reports and report generation workflow will remain in place for approximately three months before they’ll be turned off.