Enterprise or Advisor-Specific CRM? Native or Integrated?
With CircleBlack, there’s no compromise. Experience the power and flexibility of leading advisor and enterprise CRMs, seamlessly embedded into your portfolio management interface.
A Differentiated Approach to CRM
CircleBlack CRM is a custom-configured implementation of Salesforce, purpose-built around advisor workflows and embedded within the advisor’s portfolio management environment.
Complete Client Context
CircleBlack CRM lives within the advisor’s portfolio management environment and alongside their financial planning data
Advisor-Built Workflows
CircleBlack CRM offers all the customization and workflow power of a bespoke Salesforce implementation without the cost or complexity
Enterprise-Grade Power
CircleBlack CRM delivers new capabilities to advisors faster than native CRM competitors that must build from scratch and release on slower cycles
Every Client Interaction Mastered
The result is a complete 360° client view that unifies account details, calendar, meetings, emails, portfolio performance, documents, and communication history within a single interface.
Leads
Client Profiles
Email
Calendar
Meetings
Performance
Documents
Leads
Client Profiles
Email
Calendar
Meetings
Performance
Documents
The Power of Unified CRM and Portfolio Management
Free CRM seats
Single vendor relationship
Consistent user experience
Lower total cost of ownership
Unified data model
“CircleBlack gives me a more complete picture of my client’s financial well-being and makes me a better advisor as a result.”
Patrick J. Hehir
Certified Financial Planner™
Princeton Financial Partners,
Branch office of Andrew Garrett, Inc.
CRM and 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