Empowering Breakaway Advisors to build, manage, and scale efficiently

Free or low-cost custodian portfolio management tools can seem like the smart choice when you are starting out, but their limitations surface quickly. Most are single-custodian, lack advanced reporting, offer limited branding flexibility, and cannot integrate with the tools advisors rely on. As firms grow, these constraints lead to an expensive, disruptive migration that nearly every advisor faces. CircleBlack helps you avoid that trap from the start with the essential capabilities to manage, brand, and scale your firm—all at a marginal cost to the custodian tools.

After moving on from a custodian platform to skipping it altogether, it is tempting to overcorrect with an all-in-one WealthTech that promises everything under one roof. But complexity comes with a cost—expensive licenses, unused features, and a platform that requires more management than your business itself. CircleBlack avoids that bloat by giving you exactly what you need to run and grow your firm—portfolio management, CRM, and financial planning data—all in one intuitive, unified interface.

CircleBlack’s custodian data integration engine manages the entire data lifecycle end to end, unifying custodian and held-away data into a single, consistent model through a governed, custodian-agnostic pipeline. Every record is validated, enriched, and reconciled to ensure accuracy, completeness, and auditability across accounts, positions, transactions, and tax lots. The result is clean, reliable data that powers every part of the business.

When you are launching your firm, choosing and configuring a CRM should not slow you down. CircleBlack CRM is a custom-configured implementation of Salesforce, purpose-built around advisor workflows and embedded directly within the portfolio management environment. The result is a complete 360° client view that unifies account details, calendar, meetings, emails, portfolio performance, planning milestones, documents, and communication history within a single interface. Prefer a third-party CRM? CircleBlack integrates seamlessly with leading providers, giving you flexibility without compromise.

With CircleBlack, seamlessly integrate with more than 25 best-in-class WealthTech, AdvisorTech, and FinTech solutions—including CRM, planning, trading, billing, and compliance—while connecting to over 17,000 financial institutions, all within a single unified platform.