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.
