What's New

In-App Notifications | Release Notes

Continuing our efforts to provide RIAs with the best possible user experience, we’re implementing guides and notifications in the CircleBlack platform user experience. In the future, you’ll be able to get task-specific instructions and in-app training for features and functions, saving you time and helping you get more value from CircleBlack. For now, we’re starting with notifications!

• The first time Advisors, Firm Managers, and other non-Investor users log into CircleBlack after a release they will see a one-time pop-up with a brief description of the changes and a link to the full release notes.  

Reports v2 | New Reports Landing Page 

We're excited to release new functionality for Reports v2, which is already getting excellent customer feedback due to the ease of generating reports and the options for customization. Keep the feedback coming!

• We've released a new Reports Landing Page with bright, informative thumbnails illustrating the report type. Reports v2 can be found under the top section of the reports landing page under Client Portfolio Reports. Click here for more information.
• We've added an option to the custom color theme controls, released two weeks ago, to reset a Frim's report theme color to the default CircleBlack Blue.

What's Improved

Advisor UI | Household activation & Default Time Periods

• The Household activation interface has been tweaked to ensure that when Advisors are activating Households in bulk, they can only select those Households they are assigned, preventing errors in the activation workflow.
• In the last release, we introduced global time periods to make it easy to update all time-bound widgets at once. Now, we're adding the ability for Advisors to save their preferred time periods as a default, ensuring that their preferred view will be retained when they return. Click here for more information.