Announcements

Advisor Document Vault: View by HouseholdsWe enhanced the Advisor Document Vault so Advisor users can now view and search Documents by Households instead of seeing a single list of Documents. You can also add Documents directly from the new Household view. Note: we have forthcoming enhancements that will add Account- and Group-based reports to the Household-based Document Vault. To view the new update, login to CircleBlack Advisor, click on the Engage tab and select Document Vault in the sub-menu.Accounts Architecture: Managed vs. UnmanagedWe announced last month that we were adding functionality that allows Advisors to differentiate between Accounts they advise or manage directly for clients (“Managed”) versus accounts they don’t manage but have a view into through the platform (“Unmanaged”).  An example of “Managed” accounts are Accounts that come directly from custodians like RBC or Charles Schwab that Advisors have discretion over. An example of an “Unmanaged” account is an employer 401k account that Investors link and share through the Investor Portal for which the Advisor has no control over. We are now ready to start enabling this functionality in the Advisor Dashboard and in our Reports. If your firm is interested in this capability please contact the Customer Success Team at help@circleblack.com.  Click here for additional information.

What’s New Client Experience | Firm customize widgets on Investor PortalWe added the ability for firms to control the widgets displayed to their clients in the Investor web portal. This allows firms to provide a customized Investor portal experience to their clients and highlight the information they want their clients see. Any user with firm-level access can access this feature by going to Settings -> Preferences and navigating down to Investor Experience Settings. Click here for additional information.Reporting | Summarized View of Income & Expense ReportWe enhanced the Income & Expense Report by adding a table with sub-totals of Income & Expenses generated for the report period included by default in all Income & Expense reports We also added an option to allow Advisors to choose to include the transaction details or not. Reporting | Provide option to add income generated from Options Trading to Income & Expense Report We also added Options Trading as an Activity Type in the Income & Expense Report. This will allow Advisors to show clients a summarized and/or detailed view of Options trading transactions that generated income.Advisor Dashboard | Additional BenchmarksWe added additional ETFs to the standard list of ETFs available as benchmarks: NASDAQ-100 QQQ Dow Jones DIA Russell 2000 IWM Emerging Markets VWO S&P Mid-Cap IHJ All Countries Ex US ACWX We also added the ability for Advisors share their blended benchmarks with other Firm Users

What’s Coming Soon Over the last month, the CircleBlack Product and Engineering teams have been hard at work building out extensive back-end architectural updates that pave the way for exciting front-end features and functionality that will be released in May and June. This weekend, we released those back-end updates.Significant back-end changes for Investor User AccessThis weekend’s release included significant back-end changes that will provide Advisors more flexibility in setting up clients' access to the Investor portal. We are targeting end of June for this functionality This includes the ability to associate multiple Investor user logins with a single Household, i.e. one login for each household member. It also will include the ability for an Investor user to access multiple Households, i.e. allow two business owners to access a shared corporate account while still keeping their own personal accounts private.Infrastructure updates to allow Firms to customize Investor Portal widgetsWe also released back-end infrastructure updates that will allow Firms to customize the widgets that display in the Investor web portal. We expect to release the front-end functionality later in May. Firms will be able to pick which widgets their clients can access and in what layout configuration.Accounts Architecture: Managed versus UnmanagedWe are adding functionality that allows Advisors to segregate Accounts they advise or manage directly for clients versus accounts that they do not. A clear example of this are the Accounts that come in to CircleBlack directly from your custodians like Schwab or Fidelity. These accounts will be tagged as Managed. When your clients login to the Investor portal to link and share their held-away accounts like an employer 401k, these accounts will be tagged as Unmanaged. Advisors have told us having this ability to distinguish between these account buckets is critical to conveying how they are delivering for their clients. The CircleBlack interface will allow Advisors to view Firm, Advisor, and Household account data across All, Managed, or Unmanaged Accounts. Reporting and the Investor portal will also include this distinction too.What’s Improved Speed of loading data on the Holdings WidgetWe optimized the speed of loading all the data the displays on this widget so when you or your clients navigate to the Household or Account dashboard, the holdings data displays just as quickly as all the other data on the dashboard.Enhanced the display of Model Names in the Investor PortalWe improved how model names are displayed in the Investor portal so your clients have a much clearer understanding of the models and strategies assigned to their accounts.

What’s New Advisor Dashboard | Set Custom Time Periods on Performance WidgetsIn our March 7 release, we added functionality to set a custom time period on the Balance Graph widget. In this release, we added the same custom time period functionality to the Performance and Performance by Asset Class widget. Custom Time Period functionality on Balance and Performance widgets is available in Household, Account, or Group Dashboards.Advisor Dashboard | Performance Methodology IndicatorThe Performance and Holdings Widgets also now include a help indicator icon for viewing Performance Methodology Type (Time-Weighted or Dollar-Weighted Return), Gross or Net of Fees calculation, and if returns greater than 1 Year are Annualized or Cumulative. What’s Improved Advisor Dashboard & Investor Portal | Preferences Validation for Phone NumbersWe added validation for users to easily update a phone number if they update preferences like 2-Factor authentication.Reporting | Save Parameters in Generate Report WorkflowWhile generating reports, previous parameters selected will be saved if an advisor needs to navigate to previous step. Previously context selected was always cleared when a user navigated back.

What’s New Reporting | Page Ordering FunctionalityWhen generating PDF Reports, Advisors now have the ability to select and save the order of the pages of their Reports.  Advisor Dashboard | Set Custom Time PeriodsIn the Balance tile widgets throughout the Advisor interface -- the Household, Account, and Group Dashboards -- Advisor users can now set and view the balance graph for a selected custom time range. Current functionality has allowed advisors to look at balances using fixed time periods like 1 Month or YTD. A forthcoming release will allow Advisor users to set a custom time period on the Performance tile.Client Experience | Set Household Preferences across multiple householdsOn the Households tile, we added a drop down to easily set preferences like performance methodology and Email Reports delivery across multiple households.Client Experience | View Model Names on Accounts in Investor PortalThe Investor portal will now display model names on accounts for firms that have models assigned to accounts.    What’s Improved Advisor Dashboard | Analyze Risk on Account GroupsAdvisor users can now analyze risk on Accounts Groups if you have an existing Risk partner integration.Reporting | User Experience ImprovementsWe updated the Default Settings logic to always load the latest default settings. We fixed an issue for Firm Manager users who were trying to generate reports for their own book of business; selecting their Advisor name now correctly filters on their households.

What’s New Advisor Dashboard & Client Experience | Add Performance to Holdings Widget On the Holdings widget in both the Advisor dashboard and Investor portal, we added a Performance column.  A new time period selector has also been added in order to view performance on holdings in a given period. Click below for additional information:    Reporting | Display multiple Benchmarks on Performance ReportsAdvisor users can now select up to two benchmarks (blended or default options) when generating a performance report.  On the Report, the benchmarks will display on the Overview page, Portfolio Activity Summary page, and on the Multi-Period table and graph pages. Click below for additional information:    Advisor Dashboard | Add Graph to Performance by Asset Class WidgetWe added a graph to the Performance by Asset Class Widget we released in January. The graph will display the top 5 performing asset classes on the respective Household, Account, or Group Dashboards.  The graph can be viewed by expanding the widget to its full page size. Click below for additional information:   

What’s New Client Experience | Firm Preferences Setting Performance Methodology & Type for Investor PortalWe added a firm-level preference that allows firm managers to set the performance methodology (TWR or DWR) and type (Gross or Net of Fees) in the Investor portal. Previously, the Investor portal performance methodology was only able to be set per household. Now, this functionality allows firms to set desired settings firm-wide. Click below for additional information: Advisor Dashboard | Setting Multiple Benchmarks in Performance WidgetWe added the ability for Advisors to assign multiple benchmarks in the Performance widget on the Household dashboard.  In a future release, we'll be adding this functionality to our Performance Reports. Click below for additional information:  What’s Improved Billing | Include & Exclude Household from Billing FunctionalityWe fixed the user experience on Engage > Household Billing page Now, if you select the "Include for Billing" checkbox, all accounts in the Household are marked to be included for billing. Similarly, if you de-select the "Include for Billing" checkbox, all accounts in the Household are not included for billing. Click below for additional information:Advisor Dashboard | Notifications for Bounced EmailsWithin our Notifications Bell icon, we’ve always showed the status of Reports generated. In this release, we added a notification for bounced emails. The most common bounced emails are Household Activation Emails sent by Advisors to client emails. If you’re activating households for the Investor portal, you can quickly check the Notifications to ensure the emails were delivered successfully.  

What’s New Advisor Dashboard | New Performance by Asset Class Widget (Table)Adds a new Performance by Asset Class widget to the Household, Account, and Group Dashboards in the Advisor platform.  In this release, the widget includes a Table that shows the Asset Classes and their respective Performance and Contribution values over a selected time period.  Note: because this is a new widget on the Dashboard pages, be sure to click the Edit Layout button in the upper right corner of the Dashboard pages and then Add button to select the Performance by Asset Class option. Advisor Dashboard | Preferences Button added to Household Info WidgetAdds the Preferences button to the Household Info Widget on the Household Dashboard within the Advisor platform. The Preferences button provides quicker access to the page where Advisors can set preferences in the Investor portal.    Client Experience | Enable Benchmarks for Investor PortalGives Advisors the ability to assign benchmarks to their Households’ Investor portal. The first part of this enhancement includes the ability to assign one benchmark at the household level. For more details, see:   

What’s New Client Experience | Add TWR Performance Option to Investor PortalAdds a preference that allows the Advisor to choose the performance calculation methodology by household in the Investor portal to be either time-weighted return or dollar-weighted return.    Reporting | Display Cumulative PerformanceAdvisors will see a new checkbox preference titled Annualize Returns Greater than 1 Year. If Advisors want a report with cumulative performance numbers, they’ll be able to deselect this checkbox when generating the report. Additionally, the report’s disclosures will replace the annualized disclosure language to state: “Returns are calculated on a cumulative basis for all reporting periods.”    What’s Improved Reporting | Rebalance Proposal ReportWe improved the display of the Rebalance Proposal Report within our Models & Rebalancing functionality. If Advisors have Models assigned to Accounts, they can generate a PDF report showing the account’s current allocation and the model’s allocation. For more details, see:     

What’s New Advisor Dashboard | Enhance household and account Transaction widget The Transaction widget on the Household and Account dashboard includes: Date, Description, Type, Account, Institution, and Amount This enhancement adds the following new data points: Symbol, Quantity, and Price These new data points are also added to the Export Report functionality on the each dashboard page. See our Household Dashboard Overview guide for more information.Client Experience | Activate multiple households for Investor PortalWe added the ability for Advisors to activate multiple households to the Investor portal in a single workflow The activation process includes functionality to review invitation details like Client Name and Email before sending. See our how-to article for more details:    Client Experience | Blind copy compliance users on the Household Activation EmailsIf enabled, Firm Manager users with the Compliance feature will be able to set a preference that allows them to be blind copied on every Household activation email sent to clients for access to the Investor Portal. See our how-to article for more details:    What’s Improved Reporting | Enhanced performance reporting for accounts funded after first reporting dateOn PDF reports, we now display a start value of $0 for accounts funded after the start date of a report. For example, an account funded on 12/15 for a reporting period of 12/1 to 12/30 will show a starting value of $0 and show that the account’s funding as part of the report’s contribution column.Billing | Display and Filter # of Accounts Included for BillingOn the Household Billing page, we added a new column that shows the number of accounts included for billing in a given household. We also added a new filter that allows the Firm Manager or Operations Manager doing billing to filter on households depending on the number of accounts included for billing. Both of these functionality improvements will allow Billing users to more efficiently send accounts from CircleBlack into BillFin in preparation for quarterly or monthly billing.

Welcome to our product roadmap, a place where customers and prospects can see what we are working on now, what we'll be working on next, and what we've recently released.Each tile represents a specific capability that we have prioritized for development. The title of each item denotes both the area of our platform the capability will impact as well as its expected release date. You can find additional information by clicking on each tile, where you will see each item's goal, use case, and a more detailed description. For recently released items, you'll also see corresponding release notes and guides containing additional information.If you are an existing customer and would like to participate in a discovery session with our product team for any of the items you see in our backlog, please reach out to our customer success team and let us know.We hope you find this information helpful, and we look forward to engaging with you more deeply on these items in the months ahead.View the Product Roadmap

What's NewFilter on Households Not ActivatedEnable filtering on households that are not activated to reduce time spent finding households and easily resend welcome activation emailsEnhanced Account Code SearchEnhanced account code search to return results based on relevant account code data.Deactivate Advisors with Active HouseholdsAdded the ability to disable advisors associated with accounts in active households. This will not automatically unmap any relationships the advisor has with accounts.

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

CircleBlack Release Notes: November 30, 2022 What's New Recap | Advisor Householding Self-Service ToolsWe wanted to recap the number of Advisor Householding Self-Service Tools we've added to the Advisor Dashboard over the last few months. Advisor users can now do the following with Households: Move a Client from an Existing Household to another Household or to create a New Household Move one or more Accounts from one Client to another Client Remove Client from a Household Deactivate a Household Deactivate & Activate a Client Merge or combine Households For details on each of these, please see our complete set of Advisor Householding help articles or contact our Customer Success team at help@circleblack.com with any questions.Recap | Compliance WealthAlerts® | Large Contributions or WithdrawalsThis month we released a new WealthAlert® that tracks large contributions or withdrawals. If you're a Firm Manager user with the Compliance tab, you can turn on this Alert for your Advisors by clicking on the WealthAlerts® submenu, clicking on the Large Contribution/Withdrawal alert tile and selecting Enable for Advisors. For more details, check out the User Guide. What's ImprovedIn the release, we deployed a number of operational and system improvements to help ensure we continue to deliver you timely and accurate account data.CircleBlack Release Notes: November 15, 2022 What's New Advisor Householding Self-Service | Merge HouseholdsOver the last few months, we've released a number of updates to the Advisor Householding self-service functionality. Today, we're releasing the latest: the ability to merge or combine households. Merging existing households is one of the the most common requests we get from Advisors.  The functionality allows Advisors to move a client or group of clients from a household to another one -- and delete the "empty" household. For more details, please check out our user guide here. New WealthAlert® | Detailed Modal for Large Contributions or Withdrawals Two weeks ago, we released our newest WealthAlert® for identifying large contributions and withdrawals. In today's release, we added the transaction details directly in the alert modal. Our user guide details the alert and its functionality in more depth. What's Improved Performance Reports | Enhanced auto-correct on data issuesWe have enhanced our Performance Reports to auto-correct common data issues that previously prevented them from being generated. Please note that this may result in some reports taking a few minutes longer to complete.Firm/Branch-Level Account Groups | Unmap account from Advisors not removed from Firm/Branch-Level GroupWhen an account is removed from an advisor and the account also exist within a branch-level group, the account will only be removed from the account-level group and not the branch-level group.CircleBlack Release Notes: November 1, 2022 What's New New WealthAlert® | Large Contributions or WithdrawalsWe are releasing our newest WealthAlert® in the Advisor Dashboard which identifies large contributions or withdrawals in your clients' accounts that exceed the threshold amount for a given account. Firm-level users with the Compliance tab can turn on the new alert for their firm's Advisors. Firm Manager Login → Compliance → WealthAlerts® → Large Contribution/Withdrawal Advisors can customize the threshold that triggers the alert by % of Account Value or by Dollar Amount. The default threshold is set at 10% of the account value. Advisor Login → Settings Gear icon → Advisor Preferences → Alerts Note: once the Alert is enabled, the Alerts won't display until the following business day after our Overnight processing is completed. If you have questions about turning on the new alert, contact help@circleblack.com.Advisor | Rebalancing | Add Cash Reserve DetailsIn our Rebalancing tool, we've added a Cash Reserve details button to the Account Details page to better surface the Cash Reserve set for each account.  Models → Rebalancing → click on any Account What's Improved Removed Account from Group when no longer mapped to AdvisorWhen unmapping an account from an advisor the account is automatically removed from any Account groups created by the advisor.

CircleBlack Release Notes: October 18, 2022 What's New Generate Reports | Filter for Active or Inactive HouseholdsWe added a filter on the Households tab in the Generate Report workflow that allows Advisors to select Households that are either Active on the Investor portal or Inactive for the client portal. Advisors can use the filter to quickly generate and share reports for those households who have been activated to CircleBlack Investor. Similarly, for clients who are not on the client portal, Advisors can also efficiently generate their reports for their quarterly reviews or mailings. Advisor Householding | Deactivate/Activate ClientsWe added functionality that allows Advisor users to deactivate clients so they no longer populate in the Manage --> Clients page. This is especially useful for Firms that have historical data that includes clients with closed accounts or former clients. For more details, see the Deactivate Client and Activate Client help articles.What's Improved Weekly/Monthly Portfolio Summary Update Email | Improve Mobile ExperienceWe improved the display of the Weekly/Monthly Portfolio Summary Update Email on mobile devices.Advisor Dashboard | Risk Alerts Tile Donut ChartThe Risk Alert tile donut chart on the Advisor Dashboard has been fixed to properly display the number of households with Risk Scores too high, on target, and too low. CircleBlack Release Notes: October 4, 2022 What's New Advisor Dashboard | Institution Allocation Donut GraphThe order in which Institutions are listed in the donut graph now corresponds to the value of the assets held, starting with the highest value to the lowest.Reports | Reports Table DisplayIn the Reports table, additional columns for Preview and Download have been added, matching the display in the Document Vault.Document Vault | Document Details | Add Download ButtonWhen viewing a document in the Document Vault, a Download button has been added to the Document Details modal.New Asset Class Available | Intangible AssetsWe created a new asset class called Intangible Assets to handle any type of crypto-related securities that we may receive from our data feeds and data vendor partners.

CircleBlack Release Notes: September 20, 2022 What's New Advisor Multi-Factor Authentication (MFA) LoginAdvisors now have the ability to turn on Multi-Faction Authentication when logging in to CircleBlack Advisor. The preference is "off" by default but Advisors can turn it on under Advisor Preferences (Go to Settings gear icon --> Advisor Preferences --> in "General Preferences" select the check box to enable and choose your method (text or email). If you choose text, make sure you have your correct mobile phone set in your CircleBlack User Profile (Settings gear icon --> User Profile --> Edit).Document Vault: Upload additional file typesAdvisor and Investors can now upload a variety of different file types in addition to PDF files. Example file types include: CSV (.csv), Doc (.doc, .docx, .rtf), Image (.jpeg, .jpg, .jpe, .jfif, .png, .svg, .svgz), PDF (.pdf), PPT (.ppt, .pptx), Text (.txt), and XLS (.xls, .xlsx) For a complete overview of the upload functionality and the Document Vault, visit our User Guide here.Improved PDF Report DisplayWe improved the display of tables on PDF reports, particularly for holdings or accounts with especially long names. The data now wraps in an elegant and logical way and no longer overlaps on the report footer.  CircleBlack Release Notes: September 6, 2022 What's New Document Vault user interfaceWe improved the Advisor and Investor Document Vault experience by adding preview and download icons for all documents.Historically Deactivate AccountsAdvisors now have the option to deactivate accounts historically which would remove a deactivated account’s history from the Advisor and Investor dashboards and all calculations. For more information on deactivating accounts, please see our How To Guide. 

CircleBlack Release Notes: August 23, 2022 What's New Income Report renamed to "Income & Expense Report"The previously released Income Report has been renamed the "Income and Expense Report" to more accurately reflect the report's detailsGenerate Report OptionsThe Net Worth and Income & Expense Report have been added to the available report options when a user clicks the Generate Report button on the Household and Account Info tiles.What's Fixed Totaled Holdings ReportWe fixed an issue in the Excel version of the Totaled Holdings Report that was displaying "$NaN” for Asset Class Totals.CircleBlack Release Notes: August 9, 2022 What's New Advisor Householding Self-Service ToolsThe Household is a central data view in the CircleBlack Advisor platform. Households allow Advisors to view a consolidate portfolio view of their clients' accounts, provide access to the Investor portal, and synch CircleBlack data with our Risk, Financial Planning, CRM, and Billing integration partners. If Advisors needed to move clients or accounts from one household to another, they needed to contact our Customer Success team. Now, in this release, we added Advisor householding self-service tools to enable Advisors to have more control over how they organize and view the Households and Accounts they manage. Learn more in our Advisor Householding user guide.New Report Option: Net Worth ReportThe Net Worth Report displays a Household’s assets and liabilities by account. To learn more, check out the Net Worth Report user guide.Adding Advisor Name to Assistant ViewDisplays the name of the Advisor in the header of the Advisor Dashboard that the Assistant user is assisting.What's Fixed Advisor Accounts ReportWhen exporting a list of your accounts under management from the Accounts page, the exported report will now include each account's account or rep code.  From your Dashboard, find your Accounts tile, expand the Accounts tile and click on the "Reports" icon in the upper right corner of the Accounts page.Account-level Report ParametersWhen generating a report for an individual Account, the "Accounts" and "Net Worth" parameter options will not display. Previously, when an Advisor would generate an Account-level report, the "Accounts" option would display as a choice -- even though it was not a valid option.

CircleBlack Release Notes: July 26, 2022 What's New New Report Option: Income ReportThe Income Report allows Advisors to review the sources of income and expenses in their clients' portfolio in order to communicate how their investment strategy generates passive income for their clients. For more details, please see our user guide article.What's Fixed Assistant Dashboard - Advisor HouseholdsWe fixed an issue on the Assistant Dashboard in which it was showing a total number of  households that included households that have all accounts deactivated. This differed from the view that Firm Managers have when they click on the Firm View and see the Advisors table which includes the number of households and total assets mapped to a particular advisor. In this view, households that have all accounts deactivated are not counted in the number of households under an advisor. As additional context, in the Advisor UI, households that have all accounts deactivated do not display in the Households Tile and are not included in any overall count of Firm or Advisor data. Similarly, accounts that are deactivated do not display in the Advisor UI. For more information about Deactivating Accounts, please see our user guide article.Exposure Chart We fixed an issue on the Exposure tile in which "Asset Class" was the only exposure category that would display even if another category was selected.Login FlowWe corrected an issue on the Set Password page that was allowing users to submit a new password even if the new password and the confirmation password did not match -- which resulted in an error. Now, if the passwords do not match, the user will not be able to press the submit button.CircleBlack Release Notes: July 12, 2022 What's New Advisor-Household Risk Number UpdateCircleBlack has updated how a Risk Partner's risk number displays in CircleBlack. Previously, the Risk number displayed on the household level was always based on all of the accounts in the household. Now, the Risk number is based on the Advisor-to-Household relationship. In other words, the Advisor will only see the Risk number based on the accounts they advise in a household. For more information, please see our User Guide.View Model Assignments on AccountsAdvisor users can now view models assigned to accounts on the Accounts List page (by expanding the Accounts tile) and on the Rebalancing Accounts page. What's Fixed Activating Households and not sending the Welcome EmailAdvisor users who do not want to send CircleBlack's Household Activation "Welcome Email" to their clients can now activate Households without having to contact our Client Services team to do so. Advisors can simply press the Activate button for a household and the household will be able to create a password and login to our Investor portal. Specifically, this helps firms who want to send an invitation from their own email marketing service to clients for the CircleBlack Investor portal.  Feel free to contact Client Services at help@circleblack.com if you are interested in this updated feature.

What’s New Deactivated Accounts are now Filtered out on the Manage Accounts PageOn the Accounts page under the "Manage" tab in the Advisor dashboard, any accounts that you have deactivated are now, by default, filtered to not display on this page. Accounts that are deactivated already do not display on the various data tiles under the "Dashboard" tab. What’s Fixed Exposure Graph is no longer cut offWe fixed an issue that was partially cutting off the display the Exposure graph in the Exposure tile of the Advisor Dashboard.

Yodlee update this weekend: ​​​​​Fri, May 6 - Sun, May 8  CircleBlack is upgrading our Investor account aggregation experience this weekend.CircleBlack will be migrating to the latest version of our held-away account aggregation software, Yodlee, this weekend.Starting at 10 pm ET Friday, May 6th, your clients will not be able to add a new held-away account like an employer 401k or bank account until approximately 5 pm ET Sunday evening, May 8th, when the migration is complete.Your clients will still be able to access and view their CircleBlack Investor portals during the migration process over the weekend. Additionally, all existing accounts your clients have previously added will be migrated to the new version.We are really excited about the upgrade to the new version of Yodlee. We have enhanced the process and user interface your clients will experience when adding their accounts to the Investor Portal. The new interface makes it easier for your clients to quickly initiate the connection between the Investor Portal and their outside financial institutions.As always, our Client Services team is ready to help and answer any questions at help@circleblack.com.

CircleBlack Release Notes: March 15, 2022 What’s New BillFin Invoices Can Now Be Exported Directly Into the CircleBlack Advisor PlatformCircleBlack Advisors using BillFin for billing can now export invoices generated in BillFin directly to the Document Vault in the CircleBlack Advisor platform, eliminating the manual process of uploading documents into CircleBlack. In BillFin, once the fees have been generated for your clients, clicking on the “Invoices” page allows you to select one, multiple, or all clients to generate an invoice for and then “Export” the pdf to the CircleBlack Advisor Document Vault.  For detailed instructions of how to export BillFin invoices into the CircleBlack Advisor Document Vault, please reference: How To Guide: Exporting BillFin Invoices to CircleBlack Advisor.Ability to Set Managed Asset Position’s Value to 0When adding or modifying Managed Assets in the CircleBlack platform, users can now set a position’s price and/or quantity to zero. Zero-value positions will not display in the Holdings tile, but can still be edited in the account.Improved User Experience on the Clients Householded TileIn the "Clients Householded" tile on the Advisor Overview dashboard or Firm Overview dashboard, when clicking on slices of the pie chart, users are taken to the corresponding page in the platform.CircleBlack Release Notes: March 1, 2022 What’s New Lock Out Functionality For Failed Login AttemptsA new security feature has been added that will lock out users after 5 failed login attempts. This applies to Advisor Platform and Investor Platform users.  When the user enters an incorrect password they will be presented with a warning message, "Your password is incorrect, you have X attempts left before your account is logged out.". After 5 attempts with an incorrect password, the user will receive the following message, "Your account is currently locked, please click the "forgot password" link below".  The user will then follow the instructions to reset their password.Updated Display Format of Date and Time on Report and Document PagesThe dates in the Date column and Details section on the Reports and Documents pages are now displayed in a consistent format (mm/dd/yy h:mmam/pm).  The dates will always reflect Eastern time zone.Name Change of 'Custom Report' TypeThe 'Custom Report' type name has been changed to 'General Report'.  No functionality is impacted.  What’s Fixed Add Account Button for Manual Asset On Account TileThe 'Add Account' button on the Account Tile is now working properly for firm-level users, allowing them to add manual assets. Creating Advisor Account Group with Account Code CriteriaAdvisors no longer get an error message when creating Account Groups using Account Code criterion. 

CircleBlack Release Notes: February 16, 2022 What’s Fixed Navigation from Household or Account Page Back to Main DashboardAdvisor users can now click on the firm logo, the CircleBlack logo and/or click Analyze/Dashboard to get back to the main dashboard when on a Household or Account. CircleBlack Release Notes: February 2, 2022 What's New Position Performance UI ImprovementThe user interface for creating a Position-Level Performance report has been updated to simplify the generation of the report. The option to select Position Performance has been moved to the "Holdings" section of the report generation options (see below). For more detailed information about how to use Position-Level Performance, please refer to the user guide by clicking here. What’s Fixed Advisor Exposure Breakdown DiscrepancyNon-Householded accounts are now included in the details of Exposure Type, providing consistent information between the Exposure tile and Exposure Type detail. Duplicate Client Addresses No Longer Being CreatedThe issue that was causing duplicated client addresses to be created has been fixed. 

CircleBlack Release Notes: January 18, 2022 What’s New Display Position-Level Performance on Portfolio and Account-Level Holdings ReportsAdvisors can now display Position-Level Performance on Portfolio and Account Level Holdings reports. Position-Level Performance allows Advisors to provide deeper transparency for their clients and provides a clearer picture of how individual holdings  are contributing to the value of the portfolios. When generating a Holdings report, Advisors now have the option to select "Position Performance".  When this option is selected, Position-Level performance numbers will be displayed on the report. For more detailed information about how to use Position-Level Performance, please refer to the user guide by clicking here. What’s Fixed Advisor Logo Now Shows Properly in the Household Activation EmailWhen the Household Activation Email is sent to an Investor, it now properly shows the Advisor specific logo. CircleBlack Release Notes: January 4, 2022 What’s New Display Portfolio and Account-Level Risk Value on Performance ReportsAdvisors can now display Portfolio and Account Level Risk values from integrated risk analysis partners like Riskalyze, StratiFi, and Totum on PDF Performance Reports.  This new feature allows Advisors to provide more transparency and deeper insight to their clients when delivering  Performance reports. For more detailed information about how to use Risk Reporting, please see our user guide here. What’s Fixed Added Editing Functionality to Managed AccountsAdvisor users can now edit Account Name, Account Number, Type, and Institution on manually created assets. Ability to Update Household Name Without an Email Advisor users can now change a Household Name in cases where the Household does not have a user email set up. Phone Number Formatting on Client List PageThe phone number formatting on the Client List page now displays properly.  The phone number display now shows as (XXX) XXX-XXXX.Account Name UpdateEdited Account Names no longer revert back to original Account Names.  The platform now correctly stores and displays the Edited Account Name.

Below is an archive of our Release Notes from 2021.  CircleBlack Release Notes: December 20, 2021 What's New Multi-Period Performance ReportingCircleBlack Performance Reporting now provides the option to display multi-period performance numbers in a table and bar graph on the PDF performance report. For more detailed information about Multi-period Performance Reporting, please refer to the user guide by clicking here. CircleBlack Release Notes: December 7, 2021 What’s Fixed Additional Security Types added to Trade FilesThe following security types are now included in the Schwab, Fidelity, and TD trade files:  Preferred, Convertible, and Closed-End Funds.TD Trade File updated - Change Quantity Type and Include Transaction Fee Fields for MFs onlyThe TD trade file has been updated with additional fields.View Document Modal on Small ScreensImproved the display and functionality of PDF reports when viewed on small screens.Client Services Email and Phone were Not Being Displayed on Login PageThe Client Services email and phone information now appears properly on the Advisor login page.CircleBlack Release Notes: November 16, 2021 What’s New Blended BenchmarksThe new Blended Benchmarks feature allows firm managers to create individualized benchmarks that align precisely with investor strategies and allocations, giving a realistic comparison between portfolio performance and benchmark performance.  Once a benchmark is created, anyone in the firm enabled to view benchmarks will be able to: View the new blended benchmark in the Manage Benchmarks table Select it as their default benchmark preference Pick it from the list of available benchmarks on the Performance dashboard tile Pick it from the list of available benchmarks when running a Performance PDF report For detailed information on how to create, manage and use Blended Benchmarks click here to access the Blended Benchmarks User Guide.New Compliance Report: Advisor View Investor Experience ActivityThe new report tracks, for Compliance purposes, how often the "Views as Investor" experience is utilized. The detail of the report displays:  The name of the Advisor viewing the investor experience The name of the Investor being viewed How long the Advisor was in the "View as Investor" experience How many pages the Advisor viewed while in the "View as Investor" experience CircleBlack Release Notes: October 26, 2021 What's New Calculate and Display Asset Class Performance on Performance ReportAdvisors can now select a variety of “Performance Breakdown”  and “Exposure” parameters to add to Asset Class level information to Performance Reports.    The new Performance Breakdown options are:  Asset Class Performance Asset Class Contribution Detailed Asset Class Performance Detailed Asset Class Contribution For more details, click here for the How To Guide: Performance by Asset ClassAdvisor ‘View as Investor”An entitlement has been added to allow Advisors to view the Investor Portal as the investors sees it.  This will allow Advisors to provide self-service support to their Investors enhancing the client experience and increasing engagement between the Advisors and their Investors.  Advisors will have the ability to see the Investor experience on both the web portal and the app. For more details, click here for the How To Guide: View As Investor Improved the Navigation Going to Household from Account DashboardWhen in the Account Info tile in the Account Dashboard, a new button was added to allow advisors to easily navigate to the associated Household Dashboard.  To the right of the "Household" field, a ">>" button was added.  Click on this button will bring the user to the household for the account.Add Sort Logic to Task TileThe sort logic in the Task Tile has been updated to better surface the tasks that need the most immediate attention.  The Tasks are now sorted by; Task Due Date (oldest to newest), then by Task Priority (highest to lowest priority), then by Task Name (A-Z). Tasks with no due date will be at the bottom of the list.CircleBlack Release Notes: October 5, 2021 What’s New Expanded Capabilities for Schwab Trade FilesThe Trade Files for Schwab have been expanded to include Mutual Funds and Options. This allows advisors to download the Schwab trade files for Equities, ETFs, Mutual Funds and Options directly from the rebalancing process. These files can then be easily uploaded to the custodians for processing.Added Account Name Edit FunctionalityGives Advisors functionality to edit Account Names on the Accounts Tile, Manage Accounts list, and Account Info page. Editing the Account Name also updates PDF-generated Reports as well as the display of Accounts in the Investor platform. For more details, access the user guide here.Added Firm-Level Report: Previously Mapped Account CodesThe new firm-level report displays all accounts that have had an Account Code change and are no longer mapped to the original Advisor. The report allows Firm Managers to map Account Codes to the appropriate Advisor. For more details, access the user guide here.Enhanced StratiFi Integration: Risk Numbers Displayed in Investor PlatformAdded StratiFi's Prism Current and Target Risk Numbers to the Risk Management tile in the Investor platform, providing Advisors enhanced engagement with clients regarding their risk profiles.Improved Risk Management/Financial Planning Messaging in Investor Portal/AppEnhanced and clarified the user experience for the Risk Management and Financial Planning tiles in the investor platform with improved messaging.Updated the Advisors, Profile and Contact Us Fields in Investor Web PortalAdded more attributes to Preferences, Profile and Contact Us Features on Investor Web Portal, such as: DOB and Gender. This enhancement also simplifies the "Contact Us" experience in the Investor Web Portal.CircleBlack Release Notes: September 21, 2021 What’s New New Compliance Integration with RIA in a BoxThe two-way integration between CircleBlack and RIA in a Box allows CircleBlack clients to access the online services of the RIA compliance software platform, MyRIACompliance®, from within the CircleBlack advisor experience. In addition to the expected single sign-on, CircleBlack’s deep integration will also pull relevant action items from RIA in a Box directly into the Advisor dashboard for timely, quick resolutions. You can access the the user guide for the RIA in a Box integration here.CircleBlack Release Notes: August 31, 2021 What’s New Performance Benchmarks Can Now be Displayed on the Advisor Dashboards & Added to Performance PDF ReportsThis new feature allows advisors to select from a list of available benchmarks and view benchmark performance in the Performance Tile.  When viewing a Household, Account or Group Dashboard, Advisors can view the benchmark performance and use it as a comparison to the standard performance number.  In addition, a benchmark performance number can be added to a Performance PDF report. The performance of the benchmark will display on the Portfolio Overview page and the Portfolio Activity Summary page.   For more information on how to use the new Performance Benchmark feature, click here to view the user guide.Ability to "Hide" Tiles on DashboardsAdvisors now have the ability to "Hide" tiles on Dashboards.  The V3 release added the ability to customize Dashboards.  This new feature extends that capability and allows Advisors to "Hide" tiles they are not using to further facilitate workflows.   For details on how to "Hide" tiles, click here to view the user guide.Change name of Trust Co. of America InstitutionThe institution name of ETRADE Advisor Services accounts is now "Axos Advisor Services".CircleBlack Release Notes: August 17, 2021 What’s NewTD Ameritrade and Fidelity Trade Files The new trade files provide the ability for advisors to download Fidelity and TD Ameritrade Trade Files for Equities, ETF's and Mutual Funds directly from the rebalancing process. These files can then be easily uploaded to the custodians for processing.What’s FixedBranch Manager users can now refresh the CircleBlack Platform Improve load times on Investor platform loginCircleBlack Release Notes: August 3, 2021 What’s New Updated CD ClassificationThe classification of holdings of CDs has been changed from Cash to Investment Grade Bonds. Compliance Users can set Household Activation Email DefaultsFirm-level Compliance users can now set Household Activation Email defaults. Click here for more detailed information.Change name of Trust Co. of America InstitutionThe institution name of Trust Company of America accounts is now "ETRADE Advisor Services".Change name of RBC InstitutionThe institution name of RBC Correspondent Services and RBC Advisor Services (CAS) accounts to "RBC Clearing & Custody"What’s Fixed Firm/Branch/Advisor ‘Big Number’ displaying when drilling into tilesThe “context” number now properly represents the AUM number for the tile the user is on.Managed Assets: cannot view/edit history for manually added assetsUsers can now view and edit history for additional managed assets added manually.Holdings page on Modular Report prints incorrectlyLong names on PDF reports now will wrap correctly to the next line and will no longer be “cut-off”.Tradeable Indicator Icon is displaying on incorrect accountsTradeable Indicator icon now displays only on tradable accounts.MoneyGuide Probability of Success Widget is not displaying "No Plan" The MoneyGuide Probability of Success widget now appropriately  displays "No Plan" if the Household does not have a financial plan in MoneyGuide.Improved Wealthbox iframe in CircleBlackThe display of how CircleBlack iframes Wealthbox has been enhanced.Totum Integration Upon analyzing risk, a new client is created in Totum with a CircleBlack household email. If a Totum client already exists with the household email, it will link to that client.CircleBlack Release Notes: July 20th, 2021 What’s New Update Account Info Tile and Account Info PageThe 'Masked' Account Number is now displayed on both Account Info tile and page.New Risk Analysis Integration with StratiFi:The tight integration between StratiFi and CircleBlack allows advisors to better educate their clients about market realities, communicate risk ranges across accounts, and adjust risk exposure efficiently.The two-way integration supports contextual SSO iFrame to access StratiFi from within CircleBlack.With the integration Advisors can:View the StratiFi PRISM Rating™ (actual risk) at the household, group, and account level within the CircleBlack Advisor user experience View the StratiFi Risk Tolerance score (target risk) at the household level in the CircleBlack Advisor experience Update risk scores through from the CircleBlack UITo learn more about the CircleBlack/StratiFi integration click here or contact CircleBlack Client Services at help@circleblack.com.What’s Fixed Email undefined Error when clicking Save Changes in Investor UIInvestor users no longer experience an error message when updating and saving information in their Profile.CircleBlack Release Notes: July 6th, 2021 What’s New Salesforce Integration EnhancementsAdvisor Tasks:  Bi-directional Tasks in the Salesforce Financial Services Cloud integration. Salesforce Tasks will now be added to the Tasks tile within the Overview pages. Marking a Task as completed in CircleBlack will now mark the Task as completed in Salesforce for real-time task management. Account and Household Contextual Navigation:  Clicking on the "View on Salesforce" button within the Account Overview and Household Overview will send an Advisor directly to that Salesforce Object. Feature is also available within Account Info and Household Info pages. Updated Mappings to Financial Accounts in Salesforce:  Fields added to the Salesforce Financial Services Cloud integration for the Salesforce Financial Account object. Click here for full mapping from CircleBlack to Salesforce Financial Services Cloud.ReportsGreen Bar Removed from Reports:  Removed green bar and background color from all reports and replaced them with updated colors. To view a sample report click here.Client PortalUpdates to Client Portal:  Investor web portal now includes the same Risk Management, Probability of Success and Preferences features found in the Investor mobile app.Advisor Platform EnhancementsDisplay Client and Tax Identifier on Account Info tile (in Account Dashboard) and Account Info page. Hide Tax Identifier on Client info screen (example: xxxxx9288).  Tax ID will display when editing Client Information. Advisor V3 Release: June 26, 2021 At last it is here!  CircleBlack V3 Advisor platform is live! We are excited to get all our clients on this new user experience!As a reminder, What is V3?CircleBlack V3 is a technology upgrade to the platform.  It is focused on changes to facilitate and streamline the workflow within the platform and deliver an enhanced user experience.What are the Benefits?Faster Page Load Times Quicker Time to Market for New Enhancements Improved Advisor ExperienceWhat is Changing?Navigation: V3 groups together functionality in logical workflows to facilitate your daily use of the platform Dashboard Flexibility:  V3 adds flexibility to the Overview Dashboards that will allow you to position tiles in a way that makes the most sense for your daily usageImportant to note all features, functionality, and integrations you have today will still be available.  V3 was designed to take those features and make them easier to access and use.When Will V3 be Live?CircleBlack will be installing the upgrade on Friday June 25th 9:00 PM ET The Advisor Platform will be unavailable from Friday June 25th 9:00 PM ET – Saturday June 26th 8:00 AM ET V3 will be available for Advisors to log into Saturday June 26th  at 8:00 AM ET Training Webinars and ResourcesTo ensure you have a smooth transition to the new version, we invite you to attend a training webinar.  The webinar will allow you to see V3 in action and will walk you through how to navigate the new version.  To register for a webinar, click on the date and time below that is most convenient for you.Tuesday June 15, 2021 8:30 am - 9:00 am ET Thursday June 17, 2021 11:30 am - 12:00 pm ET Monday June 21, 2021 2:00 pm - 2:30 pm ET Wednesday June 23, 2021 4:30 pm - 5:00 pm ETIn addition, we have some “How To” videos and a V2-V3 Comparison doc available for you to review now and use as a reference once the new version is live. You can access the resources by clicking below.V3 How to Video: Menu and Dashboard Navigation V3 How to Video: Reports V3 How to Video: Onboarding and Householding V2 - V3 Comparison DocWe look forward to rolling out V3 and working with you to ensure you and your firm take full advantage of the benefits it brings.  If you have any questions, please reach out to help@circleblack.com or 1-800-315-1241 ext 2.