Integrate CircleBlack With BillFin

CircleBlack is a platform for financial advisors that aggregates data from multiple sources into a single hub.  This allows advisors to streamline workflows and improve decision-making without having to switch between several different applications.

CircleBlack provides financial advisors with an easy-to-use interface that allows them to quickly analyze, report, and manage every aspect of their advisory practice from client prospecting to ongoing client communications. CircleBlack also gives advisors the power to provide transparency and access to portfolio information with a digital client portal and investor app.

Now financial professionals can integrate the powerful suite of client relationship management tools within CircleBlack with the flexible advisory billing solutions within BillFin. Best of all, integrating CircleBlack and BillFin is fast and easy.

How To Integrate BillFin with CircleBlack

Connecting BillFin and CircleBlack could not be an easier process. The first thing you’ll want to do is create an account with CircleBlack and onboard your clients into the platform. Once your account is set up, you’ll have to let the CircleBlack team know that you plan to integrate with BillFin to handle your advisory billing processes.

In early 2020, BillFin was selected as the exclusive provider of hosted advance fee billing through CircleBlack. As a result of this partnership, once their team receives your integration request, they will then work directly with our customer success representatives to properly enable your access to BillFin.

In addition, BillFin is available directly through CircleBlack’s single sign-on hub. This means that users will be able to utilize all of BillFin’s billing and invoicing tools directly from within the CircleBlack platform.

“In everything we do, our goal is to leverage and seamlessly integrate best in class technology such as BillFin allowing advisors to focus on serving clients rather than managing different technology applications,” said John Michel, CircleBlack founder and former CEO.

BillFin provides advisors with a number of benefits, including:

  • Flexible billing setup
  • Flexible billing templates
  • Simple, intuitive user experience
  • Reminders and alerts
  • Prorated billing
  • Embedded reporting and analytics
  • Fee splitting module

Want To Learn More About CircleBlack And BillFin?

Interested in learning more about how your advisory practice can integrate CircleBlack with BillFin’s advisory billing and invoicing tools? Our customer success team is happy to hop on a call to give you a guided tour of BillFin and show you some of the benefits of integrating our platform with CircleBlack.  Click the button below to schedule your demo today.