Case Study: Rovin Capital Improves Client Relationships with CircleBlack

How Rovin Capital Runs a Robust Small Business RIA

Rovin Capital, a small independent RIA, faced the challenge of using an overly complex and cumbersome performance reporting and client portal platform that was not a good fit for their size and needs. Their goal was to find a technology solution from a vendor like CircleBlack that would be more efficient and specifically support their deep, personal client relationships without unnecessary features.

Rovin Capital implemented CircleBlack for performance reporting, client portals, and a firm dashboard. The solution provided a streamlined, integrated view of client data, a custom-branded app for clients, and impeccable customer support. This allowed Rovin's advisors to service clients more effectively and efficiently, strengthening trust and enabling the firm to maintain its calm, relationship-focused approach to wealth management.

Rovin Capital

Eric Pierce

COO, Partner, and Wealth Advisor