Financial Advisor Tech Platform CircleBlack Teams Up With Robertson Stephens to Launch Wealth Management Digital Hub
April 22, 2021 @ 8:08 am By Samantha Hurst
CircleBlack, a U.S.-based startup that provides financial advisors with technology that aggregates data, integrates other financial applications, announced on Thursday it has teamed up with
Robertson Stephens, a nationally registered investment advisor (RIA), the launch its wealth management digital hub.
CircleBlack reported that its capabilities allow advisors to choose solutions from a wide range of technology providers and applications that work best with their own platforms unlike larger platforms that often lock advisors into inflexible plans with functions and providers which they would not normally use. CircleBlack technology allows RIAs, RIA aggregators, Turnkey Asset Management Programs (TAMPs), and Custodians to:
CircleBlack Partners with Robertson Stephens to Launch the Firm s Wealth Management Digital Hub
Firm Develops Client Portal and Financial Data Aggregator for Rapidly Expanding $2 Billion Independent RIA
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KINGSTON, N.J., April 21, 2021 /PRNewswire/ CircleBlack has partnered with Robertson Stephens, a rapidly growing national registered investment advisor (RIA) with over $2 billion AUM, to serve as the firm s digital hub, including a one-stop client portal as well as a centralized platform that seamlessly connects various third-party applications.
For more information on CircleBlack and Robertson Stephens, visit https://www.circleblack.com/ and https://www.rscapital.com/