CircleBlack Knowledge Base

CircleBlack Knowledge Base

Welcome to the CircleBlack Knowledge Base

The Easiest Wealth Management Platform to Set Up and Use

Topics

  1. Getting Started
    1. Getting Started
  2. Custodian & Held-Away Data Aggregation
    1. CircleBlack Data Policy
    2. Custodian Data Feeds
  3. Performance Calculation
    1. How to Select Household Preferences for Performance and Benchmarking
  4. Portfolio Reporting
    1. CircleBlack Portfolio Reporting Overview
    2. Performance Methodology & How to Use Performance Reports in CircleBlack
    3. Generating Reports - Getting Started with Reports v2
    Show 24 more
  5. Trading & Rebalancing
    1. Rebalancing with Models Overview
    2. Create, Edit & Store Models
    3. Understanding Cash Reserve
    Show 1 more
  6. Client Billing
    1. CircleBlack Household Billing: Redi2 BillFin
    2. How to Integrate CircleBlack with BillFin for Client Billing
    3. How to Export BillFin Invoices into CircleBlack
    Show 1 more
  7. Customer Relationship Management (CRM)
    1. Lead & Client Management Application
    2. Lead Management Features
    3. Client Dashboard
    Show 5 more
  8. Document Management
    1. Document Management Application Overview
    2. How to Add a Document
    3. How to Bulk Upload Documents
    Show 18 more
  9. Practice Management
    1. Using the CircleBlack Advisor Dashboard
    2. How to use CircleBlack's Household Dashboard
    3. How to customize your CircleBlack Dashboard
    Show 17 more
  10. Investor portal (Desktop)
    1. Investor Portal Overview
    2. How Advisors can Provide Clients with Investor Portal Access
    3. An Advisor's View into a Client's Investor Experience
    Show 24 more
  11. Investor Mobile App
    1. Getting Started: Mobile App
    2. Mobile | What is the Big Number? Investor Dashboard Overview
    3. DocVault - Finding, Sharing, Downloading, and Uploading Docs
    Show 12 more
  12. Integrations
    1. Integrations
    2. How to Integrate CircleBlack with BillFin for Client Billing
    3. Integrating Wealthbox CRM with CircleBlack
    Show 1 more
  13. CircleBlack AI
    1. AI Agent | Portfolio Agent
    2. AI-Generated Macroeconomic Summary
    3. AI-Generated Performance Summary
  14. Workflows
    1. Client Onboarding Workflow
    2. Portfolio Review Workflow
    3. Client Offboarding Workflow

Suggested forms

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