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The CircleBlack Integration

Michelle Lauffer
Michelle Lauffer
  • Updated

Overview

CircleBlack delivers portfolio management and performance reporting, tightly integrated with your choice of technology and custodial feeds, to provide a 360-degree view of an advisor’s book of business. The integration with Wealthbox allows for contacts created in CircleBlack to be automatically created in Wealthbox. Additionally, Wealthbox tasks are actionable in CircleBlack.

Key features of the integration

  • Single Sign-on: Access Wealthbox through single sign-on within CircleBlack.
  • Contact Sync: Sync and update contact data between CircleBlack and Wealthbox.
  • Tasks: View tasks created in Wealthbox within the CircleBlack Advisor interface.
  • Webinar:  How Advisors Use CircleBlack and Wealthbox to Advance Client Relationships - Watch Now.

How to enable the CircleBlack integration

  • The Wealthbox integration with CircleBlack is managed and activated entirely on their end. 
  • Click here for information on Integrating Wealthbox with CircleBlack.