CircleBlack and Smartleaf Partner to Provide Integrated Wealth Management Solution to Benefit Clients of Both Companies

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JERSEY CITY, NJ, January 19, 2022 /PRNewswire/ — CircleBlack, the unified wealth management platform, and Smartleaf, Inc., a leading provider of automated portfolio rebalancing, mass customization and tax optimization solutions for wealth managers. heritage, RIAs, TAMPs, broker/dealers and banks, today announced a partnership to deliver a tightly integrated and highly sophisticated portfolio management solution.

This unified solution allows CircleBlack to seamlessly integrate Smartleaf’s trading and rebalancing functionality into CircleBlack’s flagship Advisor platform, enabling best-in-class portfolio management and rebalancing. The partnership also provides Smartleaf with a new data aggregation and distribution partner, expanding the markets Smartleaf can serve and the depositories it can support.

Smartleaf provides an automated portfolio rebalancing platform that enables wealth advisory firms to efficiently deliver exceptional personalization and optimized tax management to each client. Smartleaf’s automated platform is used to manage accounts of all sizes and complexities, from $5 fractional ETF portfolios of tax-optimized, high-net-worth, tax-optimized Unified Management Household (UMH) robo-advisor stocks with direct index cores. Smartleaf’s registered investment advisory subsidiary, Smartleaf Asset Management LLC (SAM), leverages Smartleaf’s automated rebalancing platform to provide wealth advisors with configurable, personalized and tax-optimized layered portfolio management services.

“CircleBlack is proud to partner with industry-leading solutions that we can tightly integrate with our powerful wealth management platform to deliver efficiencies for our clients,” said Alex Sauickie, CEO and President of CircleBlack. “Smartleaf’s advanced rebalancing and trading tools offer highly scalable rebalancing with intricate customization options. Our partnership with Smartleaf allows us to provide a solution that is unmatched in the market and continues to set CircleBlack on the path to leading the industry in when it comes to rich integrations.”

“We are excited about our strategic partnership with CircleBlack,” noted Gerard Michel, president of Smartleaf. “Using CircleBlack’s established data aggregation and custodial integrations allows us to bring advanced solutions to our customers faster. Additionally, we will now be able to offer our SaaS and sub- advisors a fully integrated platform.”

About CircleBlack

CircleBlack, Inc. provides financial advisors with technology that aggregates data, seamlessly integrates other financial applications, manages data from multiple custodians, and provides actionable insights into client portfolios, helping advisors better manage wealth clients while developing and deepening advisor-client relationships. CircleBlack provides a leading platform designed for the digital age, with a web and mobile application that can be taken anywhere and accessed anytime. CircleBlack’s solution leverages proprietary technology that helps maintain the company’s unique competitive advantages. CircleBlack was named to the Think Advisor Luminaries Class of 2021 for Executive Leadership and believes in improving wealth management for both investor and advisor. For more information about CircleBlack, visit https://www.circleblack.com.

About Smartleaf

Smartleaf provides an automated portfolio rebalancing platform that supports efficient and compliant management of highly personalized, tax-optimized portfolios at unprecedented scale. To learn more about Smartleaf, visit https://www.smartleaf.com.

About Smartleaf Asset Management (SAM)

Smartleaf Asset Management LLC (SAM) is a wholly owned subsidiary of Smartleaf. SAM leverages Smartleaf’s automated rebalancing platform to provide wealth advisors with configurable, customized and tax-optimized outsourced rebalancing and trade execution services. To learn more about SAM, visit https://www.smartleafam.com.

SOURCE Black Circle

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