February 17, 2020

CircleBlack Selects Redi2’s BillFin™ for Advanced Fee Billing Partner

CircleBlack, a wealth management platform that provides financial advisors with all the tools necessary to manage their clients and portfolios while seamlessly integrating a practice’s technology […]
May 2, 2017

RBC Launches New Wealth Management Technology Platform with Five Leading Fintech Providers

RBC Correspondent Services, a clearing firm for independent broker/dealers, and RBC Advisor Services, an RIA custodian, today announced the launch of BLACK, a new integrated financial […]