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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.

Troubleshooting & FAQs

Q: Can I edit Wealthbox tasks directly from CircleBlack?
A: While tasks created in Wealthbox can be viewed within the CircleBlack interface, they are not currently editable from within CircleBlack. To update or complete a task, you’ll need to do so through Wealthbox.

Q: I don’t see the option to log in to Wealthbox from CircleBlack. What should I do?
A: Ensure your CircleBlack account has the Wealthbox integration enabled and that you’re using the correct user profile.  You may also try logging out and back in to refresh the dashboard.
If the SSO link is still missing, contact CircleBlack support for assistance.