Announcements

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.