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
Related products
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 …Latest Reviews
![]() |
LEDVISION
Illuminate Your Vision with LEDVISION |
![]() |
AlphaESS
AlphaESS: Power Your Home with Smart Energy Storage |
![]() |
BitDefender Internet Security
Ultimate Online Protection with BitDefender Internet Security |
![]() |
VMware Player
VMware Player - Powerful Virtualization Software for Personal Use |
![]() |
Microsoft Visual Studio 2010 Tools for Office Runtime
Boost Your Office Tools with Microsoft Visual Studio 2010 Runtime |
![]() |
Free Video Cutter Joiner
Easily Cut and Join Videos for Free with DVDVideoMedia's Video Cutter Joiner |
![]() |
UpdateStar Premium Edition
Keeping Your Software Updated Has Never Been Easier with UpdateStar Premium Edition! |
![]() |
Microsoft Visual C++ 2015 Redistributable Package
Boost your system performance with Microsoft Visual C++ 2015 Redistributable Package! |
![]() |
Microsoft Edge
A New Standard in Web Browsing |
![]() |
Google Chrome
Fast and Versatile Web Browser |
![]() |
Microsoft Visual C++ 2010 Redistributable
Essential Component for Running Visual C++ Applications |
![]() |
Microsoft Update Health Tools
Microsoft Update Health Tools: Ensure Your System is Always Up-to-Date! |