TABLE OF CONTENT

About the Client

CircleBlack is a US-based digital wealth management solutions provider, offering advanced portfolio management tools for Registered Investment Advisors (RIAs) and their clients. Used by over 2,000 RIA firms, the platform ensures compliance, operational efficiency, and seamless financial advisory.

Business Situation

CircleBlack needed to develop a mobile app that mirrored its robust web platform:

Ensuring a smooth, holistic portfolio management experience for RIAs.
Securing the exchange of sensitive financial documents.
Implementing real-time alerts and notifications for advisors and investors.
Providing flexible authentication for various banking partners.
Enhancing data visualization with detailed, interactive graphical representations.
Maintaining transparency in financial data between advisors and investors.

The Solution

Unthinkable conducted in-depth market research to understand user needs and designed a seamless mobile experience using React Native for cross-platform functionality. The backend was built on .NET, ensuring high performance and security. AWS Simple Storage Service (S3) was implemented for secure document sharing, and CloudTrail logs ensured constant monitoring. Advanced dashboards and drill-down analytics were developed to provide granular investment insights, allowing users to switch between high-level and detailed views effortlessly.

Developed an intuitive mobile experience with seamless portfolio tracking.
Integrated AWS S3 for secure document storage and sharing.
Implemented real-time alerts for portfolio changes and investment opportunities.
Enabled drill-down analytics for enhanced financial visualization.
Provided dynamic authentication for multiple banking institutions.
Ensured transparency with continuous reporting for advisors and investors.

The Impact

With Unthinkable’s expertise, CircleBlack successfully launched a fully functional mobile app, significantly enhancing user engagement and accessibility. RIAs and investors can now manage portfolios effortlessly, receive timely investment alerts, and securely exchange financial documents. The platform’s seamless mobile extension improved operational efficiency and strengthened client-advisor relationships, positioning CircleBlack as a leader in digital wealth management solutions.

Conclusion

Unthinkable’s strategic development approach enabled CircleBlack to extend its capabilities beyond web-based platforms, delivering a powerful and accessible mobile solution. The new app provides real-time financial insights, secure document management, and advanced data visualization, ensuring a seamless and transparent wealth management experience. This project exemplifies Unthinkable’s ability to create transformative fintech solutions that enhance digital financial services.