Financial Advisor Tech Platform CircleBlack Teams Up With Robertson Stephens to Launch Wealth Management Digital Hub

CircleBlack, a U.S.-based startup that provides financial advisors with technology that aggregates data, integrates other financial applications, announced on Thursday it has teamed up with Robertson Stephens, a nationally registered investment advisor (RIA), the launch its wealth management digital hub.

CircleBlack reported that its  capabilities allow advisors to choose solutions from a wide range of technology providers and applications that work best with their own platforms—unlike larger platforms that often lock advisors into inflexible plans with functions and providers which they would not normally use.  CircleBlack technology allows RIAs, RIA aggregators, Turnkey Asset Management Programs (TAMPs), and Custodians to:

  • Choose premium fintech providers through an open architecture
  • Seamlessly integrate with existing tools
  • Aggregate data from multiple custodians

Alex Sauickie, CircleBlack CEO and President, further shared more details about the company’s service by stating:

“We allow digitally progressive firms like Robertson Stephens to integrate their various technology providers to deliver a clean, sophisticated portal for their clients.  By integrating the technologies with our platform, we are able to accelerate growth by ensuring their technology evolves as quickly as they do.”

Vikram Chugh, COO of Robertson Stephens, further commented:

“CircleBlack’s platform allows us to provide an optimal client experience by aggregating all of their data in one location and providing advisors the ability to present their clients’ personalized financial plans and actionable insights.”

CircleBlack added it is working to add popular applications for automated marketing, automated billing and payments, and investment portfolio building services that allow advisors to review client statements to identify problem areas of previous advisors.

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