CircleBlack Investor 23.3.0

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

Title:	CircleBlack Investor 23.3.0
Operating Systems:	iOS
License:	Freeware
Date added:	05/12/2024
Publisher:	CircleBlack, Inc.
Rating:	Download client to rate!
Changelog:	Push Notifications: - When the CircleBlack platform generates an alert that requires a Client’s attention, app users can now see the notification in their device's system tray, allowing them to get alerted without needing to log into the app. - Clicking the notification will take the client into the CircleBlack mobile app. - Push notifications can be toggled on and off in the app’s settings.

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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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