CircleBlack provides a complete financial overview of your client’s portfolio in one, simple-to-access location. We aggregate feeds from your custodians and any direct holdings, such as mutual funds and annuities. We integrate with the services you are using for trading, billing, CRM, risk analytics and CircleBlack then provides you with the information you need to efficiently drive your business forward in the new, modern, ever on-the-go world we live in. Whether it is generating daily performance information at the security, account, goal and portfolio level, including on held away accounts, or giving you access to your clients’ 401k investment choices (not just their holdings), CircleBlack is committed to providing innovative technology solutions that make a difference to your practice.