Built for Established RIAs Who Expect More From Their Technology

Legacy WealthTech promises connectivity but delivers friction: stale APIs, unidirectional feeds, and data mismatches. CircleBlack’s open, interoperable architecture synchronizes custodians, CRMs, financial planning tools, billing systems, trading, and compliance platforms in real time. Through governed Integration Adapters with partners like MoneyGuidePro, Nitrogen, Redtail, and BillFin, data flows seamlessly between systems, enriching both the advisor and client experience. Every integration is bidirectional, auditable, and designed to evolve alongside your firm’s technology stack.

CircleBlack’s data ingestion engine ingests and normalizes raw custodian data through a custodian-agnostic pipeline. Each record—across accounts, positions, and transactions—is validated, reconciled, and assigned a deterministic ID to ensure stable identity and cross-custodian consistency. Errors are never hidden or discarded—they are quarantined, traced, and reprocessed automatically to maintain full transparency and recoverability.. The result is a single source of truth that advisors, clients, and compliance teams can trust in every report, dashboard, and decision.

Whether it is custodian data, CRM records, or client history, everything comes with firms that migrate through CircleBlack’s data ingestion engine. The platform ingests, validates, and reconciles every record—accounts, positions, transactions, and relationships—to maintain accuracy and continuity from day one. There is no data loss, no broken links, and no rekeying. Whether consolidating multiple custodians or migrating from a legacy platform, CircleBlack delivers complete, auditable, and immediately usable information the moment your firm goes live.

Most platforms overload RIAs with unnecessary modules and inflated costs. CircleBlack delivers the core capabilities firms actually need—portfolio management, reporting, billing, compliance, and CRM—without forcing the adoption of tools that are never used. Each application is purpose-built and fully interoperable, allowing firms to configure their environment freely.

CircleBlack takes the most holistic, accurate, and reconciled advisor data set, natively unified in one platform, embeds artificial intelligence directly into that infrastructure, and delivers insights, actions, and workflows no other tool can match, with no added cost or integrations required. The outcome: client relationships and investment management are mastered, with market intelligence, portfolio insight, and the client relationship understood as one.