CircleBlack Investor 23.3.0

CircleBlack Investor 23.3.0

CircleBlack, Inc.  ❘ Freeware
iOS
out of 14 votes
Latest Version
23.3.0
Safe to install
EXCELLENT User Rating

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)

Related


Envestnet Product Availability

The Envestnet Product Availability application offers a streamlined solution for assessing the availability of your firm's products with ease.

PX Data

Offering power and performance on-the-go for both advisors and investors: Users can now quickly gain insights on portfolios, performance, holdings, asset classes, and value progression, or delve deeper into the app for more detailed …
Secure and free downloads checked by UpdateStar

Stay up-to-date
with UpdateStar freeware.

Latest Reviews

Intel(R) Dynamic Tuning Technology Intel(R) Dynamic Tuning Technology
Intel's Dynamic Tuning Technology Optimizes Performance and Efficiency
N Native Instruments Una Corda
Native Instruments Una Corda: A Unique Sample Library for Soft Piano Tones
H Hybrid Mark Knight Expansion
Hybrid Mark Knight Expansion by AIR Music Tech GmbH Review
H Helper-Equalizer
Helper-Equalizer: Versatile Audio Tool for Custom Sound Tuning
H Helper-Saturator
Helper-Saturator: A Promising Tool for Saturation Enhancement
R Ravage Lite
Ravage Lite: A Lightweight Audio Enhancement App
UpdateStar Premium Edition UpdateStar Premium Edition
Keeping Your Software Updated Has Never Been Easier with UpdateStar Premium Edition!
Microsoft Edge Microsoft Edge
A New Standard in Web Browsing
Google Chrome Google Chrome
Fast and Versatile Web Browser
Microsoft Visual C++ 2015 Redistributable Package Microsoft Visual C++ 2015 Redistributable Package
Boost your system performance with Microsoft Visual C++ 2015 Redistributable Package!
Microsoft Visual C++ 2010 Redistributable Microsoft Visual C++ 2010 Redistributable
Essential Component for Running Visual C++ Applications
Microsoft OneDrive Microsoft OneDrive
Streamline Your File Management with Microsoft OneDrive