SOURCE: CircleBlack

FiComm Partners

May 19, 2015 09:00 ET

CircleBlack Expands Mobile Offering; Launches Android Application for Financial Advisors, Clients

NEW YORK, NY--(Marketwired - May 19, 2015) -

  • Mobile application offers on-the-go accessibility to investment portfolio information, complete view of assets, and industry investment trends
  • Notifications, badge alerts keep financial advisors and clients closely connected
  • Access to exclusive beta platform available by clicking here.

CircleBlack,, the financial data aggregation and empowerment platform for financial advisors and their clients, today announced that it has extended its mobile offering to Android users. This latest development moves the technology platform one step closer to its stated objective of making wealth reporting simple, smart, relevant, proactive and mobile.

In this mobile digital age, CircleBlack is making it possible for investors to access current, relevant and reliable information about their wealth when and where they want.

"CircleBlack is the digital platform that makes today's financial advisor more efficient and keeps them closely connected to their clients. We help advisors and their clients focus on what is important in a clean and simple way, allowing them to stay above the day to day market noise. It's more important than ever for clients and their advisors to remain connected through mobile enabled technology" says John Michel, CEO, CircleBlack. "We believe that today's financial advisors and their firms need to take advantage of the latest technology available to them to remain relevant and competitive, and, we're helping them do just that."

The Android version of the mobile offering has an equally sleek look and feel as the iOS version. CircleBlack's mobile application provides actionable intelligence about client portfolios, performance reporting on both assets under management and assets held away, and market share information that help advisors better manage and increase client relationships. The cloud-based platform also offers automated updates and push notifications which help demonstrate that the portfolio is being supervised, enhancing advisors' relationships with clients, providing grounds for more frequent and fulfilling interactions, and keeping the advisor top of mind.

"We live in an 'on-the-go' world, so our objective here is better connectivity, adjustable based on client/advisor preferences" said Carlos Simoes, chief technology officer. "CircleBlack is standing at the crossroads of electronic and human interaction -- by extending our mobile platform, we're empowering investors to take control of their wealth without the limitations of time and place."

According to the 2014 comSCORE Smartphone Subscriber Market Share report, Android was the #1 smartphone platform in December 2014, with a 53.1% market share. With this new offering, users are now given the flexibility of choosing the smartphone that is right for them.

Founded by John Michel and a team of experienced financial innovators in 2014, CircleBlack provides the tools, data and overall environment for financial advisors to enhance their practices and amplify the powerful advice they give. Advisors that leverage CircleBlack's technology provide investors with richer, more connected wealth management relationships.

For more information about CircleBlack, visit

For media inquiries about CircleBlack please direct e-mails to

About CircleBlack:

CircleBlack believes in making wealth management better, for both the investor and the advisor. Built on cutting edge technology, CircleBlack provides a usable, simple, secure, powerful platform that gives investors a complete picture of their wealth, curated information that cuts through the noise to enhance financial literacy, and an up to-the-minute reporting engine that helps investors focus on what is truly important, their long term goals, without being distracted by daily market fluctuations. In doing so, CircleBlack facilitates rich conversations and more rewarding relationships between investors and their advisors. The platform is built for the 21st Century in a web-based application format that can be taken anywhere and accessed anytime, on tablet or smartphone.

The following files are available for download:

Contact Information