CircleBlack Investor 23.3.0

CircleBlack, Inc. ❘ Freeware ❘
iOS
out of 14 votes

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)

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 Version
23.3.0

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