Build a Wealth Management Platform that’s Unique to Your Business
Estimate the cost of your CircleBlack platform with our Pricing Calculator below or contact sales@circleblack.com to discuss your firm needs.
CircleBlack Platform
Starting at
$550
per month
Portfolio Management System
Core set of wealth management tools to streamline your workflow
Starting at $550 per month
What’s included
Custodian & Heldaway Data Aggregation
Customer Relationship Management
Portfolio Reporting
Document Management
Practice Management
Investor Experience (Desktop & Mobile)
Client Billing
Pricing breakdown
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| Annual | Monthly | |
|---|---|---|
| Base platform (includes up to 100 accounts and 1 CRM users) | $6,600 | $550 |
| 101-200 total accounts | $36.00 | $3.00 |
| 201-300 total accounts | $33.00 | $2.75 |
| 301-400 total accounts | $30.00 | $2.50 |
| 401-500 total accounts | $27.00 | $2.25 |
| Per CRM user over 1 | $360 | $30 |
If you need more than 500 accounts, please contact sales@circleblack.com for custom pricing.
Trading & Rebalancing Application
Tax-optimized model rebalancing and real-time trade order management
What's included
Account & Household Level Portfolio Monitoring
Real-Time Drift Monitoring
Compliance and Restriction Validation
Rules-Based Rebalancing & Trading
Order Management via FIX to Brokers & Custodians
Searchable Archives of Compliance-Ready Historical Orders
Pricing breakdown
| Annual | Monthly | |
|---|---|---|
| Price Multiplier on AUM in the T&R Application | .500 bps | .042 bps |
If requiring more than 2 FIX Connections, please contact sales@circleblack.com for custom pricing.