Latest Version
23.3.0 Safe to install
23.3.0 Safe to install
CircleBlack allows you to efficiently manage your wealth, providing a consolidated overview of your financial accounts and investments. Stay informed about your progress towards retirement and other goals with real-time performance data. Compare your performance with peers and receive timely alerts on events affecting your portfolio. CircleBlack fosters better communication between you and your advisors, empowering you to make well-informed investment decisions.
Overview
CircleBlack Investor is a Freeware software in the category Business developed by CircleBlack, Inc..
The latest version of CircleBlack Investor is 23.3.0, released on 05/12/2024. It was initially added to our database on 05/12/2024.
CircleBlack Investor runs on the following operating systems: iOS.
Users of CircleBlack Investor gave it a rating of 5 out of 5 stars.
Pros
- User-friendly interface that is easy to navigate
- Provides a consolidated view of all investment accounts in one place
- Allows for goal setting and tracking progress towards financial objectives
- Offers investment tracking and performance reporting tools
- Provides access to a wide range of financial data and research resources
Cons
- Limited customization options for reports and dashboards
- Higher fees compared to some competitors in the market
- Customer support can be slow to respond at times
- May not support all types of accounts or financial institutions
Screenshots (Click to view larger)
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