Welcome to the pre-launch of our Community experience

Welcome to the pre-launch of our Community experience

Welcome to our new Community experience, a place for the advisors, firm managers, and operations teams that use our platform to come together to ask questions, share knowledge, submit ideas & requests, see our product roadmap, sign up for events, and more.

We are currently in "pre-launch" phase, meaning that only some of the full suite of functionality we envision offering is currently available. We anticipate an official launch with the remaining functionality will occur this Spring, please stay tuned for that announcement.

In the meantime, feel free to familiarize yourself with the community structure and browse the sections that are currently active, including:

  • Knowledge base: Comprehensive set of guides and how-to's to help you get started using our platform and get the most out of the suite of capabilities and integrations we offer.
  • Announcements: Includes release notes, product updates, and general announcements relevant for our customers.
  • Product roadmap: See what we're working on now, what were building next, and what we've recently released.
  • Contact support: Reach out to our customer support team with specific questions or issues.

We anticipate our official launch this Spring will also include the following sections:

  • Ideas: Help shape our product roadmap by sharing your ideas and upvoting on ideas that you like from others.
  • Community groups: Ask questions and share knowledge about our platform with other advisors, firm managers, and operations teams.
  • Events: Sign up for webinars and other events to learn how to get the most out of our platform.
  • Feedback submission: Submit general feedback to our customer support team.
  • Platform status: View the current status of our platform and see the incidence history.

We hope you find our Community experience helpful, and we look forward to engaging with you further here in the months to come.

-- CircleBlack Customer Success team

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