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CircleBlack and RightCapital Announce IntegrationCircleBlack and RightCapital Announce Integration

The wealthtech firms' integration aims to make planning and investment management go hand in hand.

Samuel Steinberger, Senior Technology Editor

June 27, 2019

1 Min Read
circleblack

Wealth management platform CircleBlack, built and launched five years ago after Bloomberg pulled the plug on BloombergBlack, announced an integration with financial planning tool RightCapital. The integration will power financial and tax planning with daily account information and holdings data.

The wealth management platform’s CEO, John Michel, promises a smooth performance for advisors moving back and forth between the two tools.

“We are excited to have RightCapital’s financial planning software integrated into CircleBlack,” he said. “The integration allows seamless movement for the advisor between a client portfolio on CircleBlack and their plan on RightCapital without the advisor having to search or open multiple tabs.”

Meanwhile, RightCapital has been in growth mode, recently joining LPL Financial’s Vendor Affinity Program.

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About the Author

Samuel Steinberger

Senior Technology Editor, WealthManagement.com

Samuel Steinberger is Senior Technology Editor for Informa Connect’s WealthManagement.com. In his role, Mr. Steinberger provides the publication’s wealth and financial technology coverage. 

Mr. Steinberger’s editorial insight and familiarity with technology accelerates Informa’s growth within the financial advisor and wealth management communities, providing in-depth news for advisors and financial professionals. 

Before joining Informa Connect, Mr. Steinberger produced documentaries with former CNN anchor Soledad O’Brien at Soledad O’Brien Productions (formerly Starfish Media Group). He specialized in research, shooting and editing, as well as finding distinct voices to explain topics like mental health, poverty and racial divide. 

Prior to joining Soledad O’Brien Productions, Mr. Steinberger managed multi-departmental technology projects for global legal technology leader Transperfect Legal Solutions. After obtaining his graduate degree in journalism from Columbia University, he completed his transition from technology management to media. 

Mr. Steinberger is an award-winning journalist, author and researcher who has written, edited and reported for a number of publications, including The New York Times, Financial PlanningAmerican Banker and PBS. He is founder of beverages publication Give Me Weird Drinks

Mr. Steinberger’s technology analysis and insight has been featured in several books on virtual and augmented reality. Mr. Steinberger has received awards and recognition for his reporting and research, including the American Business Media's prestigious Jesse H. Neal Award for editorial excellence.

Follow on Twitter: @slsteinberger