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/PRNewswire/ -- CircleBlack, the unified wealth management platform, and Smartleaf, Inc., a leading provider of automated portfolio rebalancing, mass...
/PRNewswire/ -- CircleBlack, the unified wealth management platform, and Smartleaf, Inc., a leading provider of automated portfolio rebalancing, mass...
/PRNewswire/ -- CircleBlack, a unified wealth management platform, has expanded its best-of-breed integrations to deliver the compliance, registration,...
CircleBlack Strikes Partnership with Risk Evaluation Tool StratiFi to Mitigate and Communicate Complex Risk Exposures Advisors Using Wealth Management Platform Can Better Mitigate Risk While Simplifying Data for Clients News provided by Share this article Share this article KINGSTON, N.J., May 19, 2021 /PRNewswire/ -- CircleBlack has joined forces with StratiFi, developer of award-winning PRISM Rating™ technology, to allow advisors using its wealth management platform to build better portfolios and cultivate stronger client relationships by integrating StratiFi's risk analytics into their ...
CircleBlack Partners with Robertson Stephens to Launch the Firm's Wealth Management Digital Hub Firm Develops Client Portal and Financial Data Aggregator for Rapidly Expanding $2 Billion Independent RIA News provided by Share this article Share this article KINGSTON, N.J., April 21, 2021 /PRNewswire/ -- CircleBlack has partnered with Robertson Stephens, a rapidly growing national registered investment advisor (RIA) with over $2 billion AUM, to serve as the firm's digital hub, including a one-stop client portal as well as a centralized platform that seamlessly connects various third-party app...