Wayfinding Financial

CircleBlack – Know your wealth, live your life!



CircleBlack gives you more time to live your life by making it easier to keep track of all your wealth while providing you with the information you need to know at your fingertips. See all of your financial accounts and investments in one place at any time. Track your progress toward retirement and other goals. Receive up to date performance information at the security, account, goal and your total wealth level. Benchmark yourself against your peers. Receive pro-active alerts regarding current events that could impact your portfolio. Benefit from personalized information that makes you a smarter, more informed investor. CircleBlack substantially improves communication between you and your advisors.