Wealth administration platform CircleBlack, constructed and launched 5 years in the past after Bloomberg pulled the plug on BloombergBlack, introduced an integration with monetary planning device RightCapital. The combination will energy monetary and tax planning with every day account data and holdings knowledge.
The wealth administration platform’s CEO, John Michel, guarantees a clean efficiency for advisors shifting forwards and backwards between the 2 instruments.
“We're excited to have RightCapital’s monetary planning software program built-in into CircleBlack,” he stated. “The combination permits seamless motion for the advisor between a shopper portfolio on CircleBlack and their plan on RightCapital with out the advisor having to look or open a number of tabs.”
In the meantime, RightCapital has been in progress mode, lately becoming a member of LPL Monetary’s Vendor Affinity Program.
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