CircleBlack vs. Black Diamond: Which Makes More Sense for You?
Explore how CircleBlack’s integration depth stacks up against Black Diamond’s breadth.
Why Advisors Compare CircleBlack and Black Diamond
Both tools serve as core operating systems for RIAs; Black Diamond emphasizes optionality through broad integrations, while CircleBlack embraces integration depth and tightly integrated workflows.
Black Diamond's Approach
Core portfolio management with broad integration optionality.
Black Diamond delivers portfolio management and reporting, built around wide connectivity across the WealthTech ecosystem and multiple CRM options that integrate alongside the platform—prioritizing flexibility and choice over deeply embedded, end-to-end workflows.
vs.
CircleBlack's Approach
A reporting platform natively intertwined with a Salesforce-powered CRM.
CircleBlack’s core offering tightly integrates portfolio management, reporting, and CRM at the system level, with deep, interoperable, two-way integrations that connect planning, trading & rebalancing, risk, compliance, and other advisory tools directly into those core workflows.
Is CircleBlack or Black Diamond a Better Fit for Your Firm?
We'll give you an honest assessment of which platform is better suited to your needs
CircleBlack is a great fit if you:
Want deep, two-way integrations between your core reporting platform and best-in-class risk, planning, trading, and compliance tools
Seek a Salesforce-powered CRM natively integrated alongside portfolio data, rather than a separate CRM application or integration
Value a dedicated support manager who actively supports onboarding, adoption, and ongoing success
Need custodian-agnostic data ingestion with broad coverage and real-time synchronization
Black Diamond is a great fit if you:
Value broad integration coverage across a wide range of WealthTech providers, even if most integrations are one-way
Prefer CRM optionality, with multiple CRM solutions that integrate alongside your portfolio platform
Prioritize standardized, firm-wide portfolio reporting designed for consistency and scale
Are comfortable with a primarily email-based support model rather than a dedicated representative
WealthTech Integration Score
The Ezra Group WealthTech Integration Score™ is built on a 10-point scale which is designed to evaluate the robustness of an application’s external integrations.
CircleBlack
8.09
Tamarac
7.98
Black Diamond
7.53
Addepar
6.52
Advyzon
6.13
Simplify daily tasks and client interactions
Without CircleBlack
With CircleBlack
Tools, 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 data, accounts, and files.
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