CircleBlack

📊 Annualized vs. Cumulative Returns: Helping Clients Reflect and Strategize for 2025 As the year inches closer to closing, many #investors are turning to their #FinancialAdvisors and #RIAs to understand how their portfolios have performed.  Clear and effective performance reporting is more important than ever to guide year-end reviews and set strategic goals for 2025. Let #CircleBlack help guide this discussion.  In this timely article, we break down: ✅ Using Annualized Returns to provide a normalized rate that can be compared across different time frames ✅ Using Cumulative Returns to provide a useful understanding of growth over a specific reporting period, regardless of duration ✅ Aligning each method with client goals and perspectives With CircleBlack's Portfolio Reporting capabilities, advisors can seamlessly tailor reports to match each client’s needs — whether they’re reflecting on this year’s performance or planning for the next.  CircleBlack makes it simple to customize reporting to present the most relevant information and insights to each individual client or household. 👉 Read the full blog and empower your clients to close the year with clarity and confidence: https://lnkd.in/eRYXexTG 🚀 Book a demo today to see how CircleBlack can transform your reporting process and help you deliver strategic insights for 2025: https://lnkd.in/ervjC4Cm #WealthTech #RIA #YearEndPlanning #PerformanceReporting #FinancialAdvisor

Advenire Wealth is a pioneering provider of integrative fiduciary wealth solutions. From #golive through today, CircleBlack is proud to be a #WealthTech partner to Frank Vaughn, CFP® and the #investment management professionals seeking to elevate the #wealth and wellness of all those encountered.

🚨 Friday the 13th Survival Tip for #FinancialAdvisors 🚨 Forget black cats and broken mirrors—nothing’s scarier than chasing down client data across 10 different platforms. 🐾🔍 This #FridayThe13th, it’s time to leave the fragmented tech nightmares behind. CircleBlack’s 360-degree #WealthTech platform will have you saying goodbye to spooky inefficiencies and hello to frighteningly smooth operations. 👻💻 Why risk another horror story with your tech stack? Book a free 1:1 demo today and see how we turn your tech nightmares into daydreams. 😴🌟 👉 Click here if you dare: https://lnkd.in/gtantuJC #WealthManagement #RIA #CircleBlack #Advisors

Named for Noah's Ark, the #WealthManagement firm of Ark Advisors (ARK Financial Services, LLC) was founded with a nod to that same preparation, trust, sense of stewardship, and long term vision. From #golive through today, CircleBlack is proud to partner with Brad Metz and his firm by providing the #WealthTech that supports them in this mission. https://lnkd.in/eXeYvXN6

From #golive through today, CircleBlack is proud to partner with Newmyer Wealth Management in their pursuit of providing personalized #financialservices to individuals and families ranging from #wealthstrategy development to lending services. When you want to build your #wealth with those who have the experience and knowledge coupled with a high level of personal touch, contact Steve Newmyer and his team: https://lnkd.in/eiswGkTc.

BIG Investment Services understands that it's about more than just #money. Their team of professionals is tenured and passionate about providing #FinancialServices that span a spectrum of needs. From #golive through today, CircleBlack is proud to partner with David Boothe in enabling his firm to provide personalized #WealthManagement for every stage of life. Read more about B.I.G. on their website: https://www.abigplan.com/

At CircleBlack, we understand that personalized, accurate, and timely financial reporting is crucial for building trust and maintaining strong #RIA - client relationships. Our Household Preferences empower #financialadvisors with the tools needed to customize and streamline financial #performancereports for different client needs. Read more about Using Household Preferences to Enhance Client Personalization and Engagement in Performance Reporting here: https://buff.ly/3y9UuVh

IP Financial Advisory Services, LLC provides a wide array of financial, #investment, and management consulting solutions that help their clients improve efficiency and minimize costs. From #golive through today, CircleBlack is proud to partner with Anthony Lawrence and team.

#RIAs, #WealthManagers, #FinancialAdvisors ↔️ Show your clients how #thankful you are for them this #Thanksgiving 🦃 #BlackFriday season, and provide them with an exceptional #WealthManagement experience. Discover the #WealthTech solution that works for you, delivering a client web portal and #investor mobile app featuring your firm's own branding. Foster greater client understanding and engagement through our customizable Performance Reporting and bidirectional, multimedia-enabled Document Vault. Book a demo to learn more ⚫ https://lnkd.in/gtantuJC 🍗

Congratulations to Talley Financial on your recent #golive with CircleBlack. Talley Financial provides a full range of #financialservices for those who want to protect and increase their financial assets.  CircleBlack is proud to partner with Darren Talley and the team that is committed to the belief that the interests of the client must always come first.