Save time.
Delight clients.
Win business.

The all-in-one wealth management platform for the relationship-focused advisor

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What you get with CircleBlack

Advisor dashboard

Modern and intuitive UI that puts all your client information at your fingertips

Client portal & mobile app

Beautiful, easy to use client experience available as white label mobile app & portal

Core capabilities

Includes performance reporting, trading & rebalancing, billing, and document vault

Integrations

Connect with 25 of the leading wealth-tech vendors in CRM, planning, and risk

Data connections

Direct connections to 14 custodians and thousands of financial institutions

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Advisors at leading firms use CircleBlack

Built for client-centric advisors and businesses

Established RIAs

Whether you’re a smaller firm that’s outgrown custodian tools, or a larger firm that’s dissatisfied with your current all-in-one vendor, CircleBlack can help you save time, delight clients, and win more business.

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Breakaway RIAs

CircleBlack is the one-stop destination for advisors leaving the wirehouse and IBD channels that are looking for a modern technology solution for their new RIA. We offer white glove support that simplifies the transition, minimizes client leakage, and projects professionalism.

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Enterprises

We work with TAMPs, Custodians, Independent Broker-Dealers, and Wirehouses to deploy custom solutions built on our modern tech stack to meet the needs of your advisors.

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Elevate every aspect of your firm

Allow prospects to easily connect accounts

Prospects are able to download a branded firm app and connect their custodial and held away accounts ahead of your initial call, leaving a strong first impression with the client and providing you a clearer view into their financial situation.

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Leading advisors choose CircleBlack

Streamlined reporting

“With CircleBlack, I can quickly run through reports to get answers to my clients’ important questions. I’ll check and see how their investments are allocated and how they’re performing. Instead of me having to manually try to create screenshots, I can easily generate professional reports with our branding.”

Founder at Silverman & Associates
$75M RIA

Convenient investor portal

“Through CircleBlack’s investor portal, we’ve been able to create a one-stop location for our clients to view and download their statements and performance reports, any time, from any device.”

Co-founder at Cross State Financial
$120M RIA

Strong client experience

“What our clients want most is transparent and accessible service. CircleBlack allows us to offer an online platform and mobile app that allows our clients to track their wealth 24/7. This enables our financial advisors to deliver the personalized service our clients deserve.”

Chief Investment Officer at Glen Eagle
$745M RIA

Simplify daily tasks and client interactions

Without CircleBlack
With CircleBlack

Systems, accounts, and files are siloed and scattered, making it challenging to see and manage a client’s portfolio holistically.

One central platform for advisors & clients to access all their systems, accounts, and files.

Simplify daily tasks and client interactions

Without CircleBlack

Systems, accounts, and files are siloed and scattered, making it challenging to see and manage a client’s portfolio holistically.

With CircleBlack

One central platform for advisors & clients to access all their systems, accounts, and files.

CircleBlack currently supports:

120

Firms

1.2k

Advisors

350k

Clients

1.1M

Accounts

$97B

AUM

Ready to try CircleBlack?

See how we can help you simplify your daily tasks, delight your customers, and grow your practice.

Request a Demo