The Easiest Wealth Management Platform to Set Up and Use

CircleBlack transforms fragmented advisor tools into a single, AI-powered command center, connecting critical data and workflows across portfolio management, customer relationship management, and financial planning.

Experience the difference

Hero image of CircleBlack app on a laptop

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.

Market intelligence, portfolio insight, and the client relationship understood as one

CircleBlack advisors are smarter about the market, more informed on client portfolio performance, and more attuned to the nuances of each relationship

Custodian & Held-Away Data Aggregation

Aggregates, cleanses, and reconciles multi-custodian data for unified portfolio views

Customer Relationship Management

Unifies Salesforce scalability, advisor workflows, and embedded portfolio context

Portfolio Reporting

Generates custom-tailored, what-you-build-is-what-you-get reports, in minutes

Document Management

Simplifies secure and compliant document sharing and advisor–client collaboration

Investor Experience

Delivers a pre-built, branded web and mobile client experience

Client Billing

Automates custom billing, invoicing, and fee management

Performance Calculation

Provides easy-to-understand performance drill-downs that simply client interactions

Trading & Rebalancing

Streamlines rebalancing, trading, and order management for multi-custodial portfolios

Practice Management

Centralizes client, compliance, performance, and planning data, in a single interface

“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.

Connect the tools you already use all in one platform

With CircleBlack, seamlessly integrate with 25+ best-in-class WealthTech, AdvisorTech, and FinTech solutions — spanning CRM, planning, trading, billing, and compliance — plus connect to over 17,000 financial institutions, all within a single platform.

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Built for advisors at all stages of growth

Whether Breakaway, Established, or Enterprise, every advisor on CircleBlack is empowered to master their client relationships and portfolio management.

"As a startup, we wanted a platform that fit our firm from a value and values standpoint. It’s not just about being a scrappy start-up. It’s about disrupting the market and finding a partner that wants to help you be disruptive."

Tom Toth

Founder

Toth Capital Management

Breakaway Advisors

"Our goal was to offer our clients a simple and seamless client portal. CircleBlack also has great reporting technology, which helps illustrate asset allocation, performance, sector breakdowns, risk analysis, etc. with our clients."

Cole Laughton

Investment Advisor & Principal

Diversified Capital Group

Established Advisors

“CircleBlack powers the award winning RBC BLACK technology platform which has enabled RBC to differentiate its clearing and custody technology offering. Our rapid growth has been fueled by offering broker-dealers and RIAs with advanced technology. We lead and win new business with technology.”