The Only AI Built on Your Entire Advisory Practice
CircleBlack AI connects every piece of critical advisor data and combines it with the macro, portfolio, and human context relevant to each client. And it does so natively, without integration hassle or added expense.
AI-Powered Wealth Management
CircleBlack AI is the connective tissue between the core advisor capabilities, the workflows that enable them, and the data that underpins them
Built Into the Advisor Data Layer
CircleBlack AI draws insights and workflows from a complete and reconciled advisor dataset that spans all core capabilities: portfolios, CRM activity, documents, emails, and plans all lives connected in one platform.
End-to-End, Not One-Off Tasks
With all advisor capabilities in a single platform, CircleBlack AI automates full cross-application workflows—from portfolio analysis to CRM follow-up—rather than automating isolated clerical tasks.
No Additional Fees, Tools, or Integrations
CircleBlack AI requires no extra tools, subscriptions, or integrations. Advisors avoid the time, expense, and complexity of connecting bolt-on solutions to their existing core WealthTech platforms.
Introducing The Portfolio Agent
CircleBlack AI’s first priority is eliminating the manual lift advisors face in preparing, organizing, and presenting client portfolio data.
AI-Powered Performance Insights
Generates client-ready and advisor-ready summaries in minutes
Explains the real drivers of gains and losses
Blends portfolio data with trusted financial market sources
Builds insights from a unified, reconciled advisor dataset
AI-Powered Macroeconomic Insights
Identifies the macro forces shaping each client’s portfolio
Connects external events directly to holdings and performance
Aggregates insights from trusted market and economic sources
Generates concise, plain-language summaries, ready for client reporting or advisor prep
CircleBlack's AI Roadmap
CircleBlack AI is not a single tool or feature, but a cross-application enabler embedded across the platform; our roadmap spans every core advisor workflow, from reporting to CRM
Portfolio Reporting (Available Now)
Client- and advisor-ready performance summaries with market context and holdings analysis in seconds.
Customer Relationship Management
End-to-end meeting intelligence with automated agendas, summaries, and correspondence.
Document Management
Natural-language search for instant, compliance-ready access to statements, reports, and disclosures.
Practice Management
Advanced portfolio analytics with real-time monitoring, alignment reviews, and clear, goal-based insights.
Manager Selection
AI-powered manager and fund search, with diligence reports and ongoing monitoring to streamline oversight.
Portfolio Construction
Tailored prospect and client portfolios, model creation, and transition plans with compliance-ready outputs.
Portfolio Reporting (Available Now)
Client- and advisor-ready performance summaries with market context and holdings analysis in seconds.
Customer Relationship Management
End-to-end meeting intelligence with automated agendas, summaries, and correspondence.
Document Management
Natural-language search for instant, compliance-ready access to statements, reports, and disclosures.
Practice Management
Advanced portfolio analytics with real-time monitoring, alignment reviews, and clear, goal-based insights.
Manager Selection
AI-powered manager and fund search, with diligence reports and ongoing monitoring to streamline oversight.
Portfolio Construction
Tailored prospect and client portfolios, model creation, and transition plans with compliance-ready outputs.
AI-powered portfolio management starting at $550 a month
Starting at
$550
per month
$550
per month
Portfolio Management & CRM
Only the critical tools you need and nothing more; no overpaying for features you do not use
What’s included
Custodian & Heldaway Data Aggregation
Customer Relationship Management
Portfolio Reporting
Document Management
Practice Management
Investor Experience (Desktop & Mobile)
Client Billing