What’s New
Wealthbox | Added Events Capabilities within CircleBlack Advisor Portal
- CircleBlack users utilizing the Wealthbox integration can now add and view Events within the CircleBlack interface.
- For relationship-focused advisors, the ability to track and maintain key events is an important component of building a more meaningful relationship with your clients.
- When an Event is added via CircleBlack’s Wealthbox integration, the Event will be synced with Wealthbox in real-time. Within Wealthbox and when Calendar Sync is enabled, Events will now synchronize with your email provider (e.g. Outlook). More information can be found on Wealthbox's support page.