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/
CircleBlack's 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:
- Choose premium fintech providers through an open
architecture
- Seamlessly integrate with existing tools
- Aggregate data from multiple custodians
"As a unified, 'best-of-breed' provider, CircleBlack addresses
the limitations of today's wealth management industry," said
Alex Sauickie,
CircleBlack CEO and President. "We allow digitally
progressive firms like Robertson Stephens to integrate their
various technology providers to deliver a clean, sophisticated
portal for their clients. By integrating the technologies
with our platform, we are able to accelerate growth by ensuring
their technology evolves as quickly as they do."
Robertson Stephens, a national
wealth management firm that has quadrupled its assets since its
inception in 2018, is committed to building a best-in-class digital
experience for advisors and clients. With technology being a
foundational and driving force of the firm's success, platforms
like CircleBlack help enhance advisor workflows and experience, so
that they can ultimately deliver better wealth solutions to their
clients.
"Technology presents an ever-evolving opportunity to sharpen our
competitive edge, boost our productivity, and strengthen our client
relationships as we continue on an accelerated path of growth,"
said Vikram Chugh, COO of
Robertson Stephens. "CircleBlack's platform allows us to
provide an optimal client experience by aggregating all of their
data in one location and providing advisors the ability to present
their clients' personalized financial plans and actionable
insights."
The partnership is one of several multi-year deals CircleBlack
has signed recently as part of its own growth surge, orchestrated
by a newly installed management team. In addition to expanding its
domestic and international reach, it is growing and diversifying
its solutions with the market's latest offerings. In addition to
its current integrations for CRM, risk analytics and financial
planning, CircleBlack is working to add popular applications for
automated marketing, automated billing and payments, and investment
portfolio building services that allow advisors to review client
statements to identify problem areas of previous advisors.
About CircleBlack
CircleBlack, Inc. provides financial advisors with technology
that aggregates data, integrates other financial applications
seamlessly, manages data from multiple custodians and delivers
actionable intelligence about client portfolios, helping advisors
better manage clients' wealth while growing and deepening
advisor-client relationships. CircleBlack provides a leading
platform built for the digital age, with a web-based and mobile
application that can be taken anywhere and accessed anytime.
CircleBlack's solution leverages proprietary technology that helps
sustain the Company's unique competitive advantages. CircleBlack
believes in making wealth management better, for both the investor
and the advisor. For more information about CircleBlack,
visit https://www.circleblack.com.
About Robertson Stephens
Robertson Stephens Wealth Management, LLC is an independent
SEC-registered investment advisor with offices in San Francisco (CA); New York (NY); Sun
Valley (ID); Holmdel (NJ);
Marin County (CA); Austin (TX); Seattle (WA); Denver (CO) and Houston (TX) that provides wealth management
solutions for high-net-worth individuals and family offices
nationwide. In 2018, Robertson Stephens commenced operations with a
core philosophy to serve high net worth clients. Robertson
Stephens is committed to
transparent advice, strong investment outcomes, sophisticated
digital solutions, and high-quality client services. Registration
does not imply any specific level of skill or training and does not
constitute an endorsement of the firm by the Commission. Robertson
Stephens only transacts business
in states in which it is properly registered or is excluded or
exempted from registration. Robertson Stephens is a registered trademark of
Robertson Stephens Wealth Management, LLC in the United States and elsewhere. For more
information please visit: https://www.rscapital.com.
MEDIA CONTACT:
Zach Allegretti, JConnelly
973-850-7341
zallegrettiII@jconnelly.com
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SOURCE CircleBlack