CircleBlack Case Studies
See how CircleBlack is helping firms and advisors become better, more efficient, more successful versions of themselves.
Toth Capital Management Aims to Disrupt the Market with CircleBlack
See how CircleBlack provides a seamless experience for a breakaway advisory firm to grow with speed and precision, while retaining 100% of its clients.
Diversified Capital Group Offers Seamless Client Portal
Every quarter, this independent advisory firm saves 40+ hours using CircleBlack’s Reporting and 20+ hours using CircleBlack’s Billing applications. See how.
CircleBlack Standardizes Operations at Cross State Financial Group
See how CSFG built their own custom WealthTech stack, saving each of their advisors six hours every week using CircleBlack as their central hub.
CircleBlack: Mission-Critical for Glen Eagle Daily Ops
See how Glen Eagle Advisors use CircleBlack to conduct 80% of their business in a single tab, saving six hours on admin work every week.
CircleBlack Drives Collaboration at Princeton Financial
See how CircleBlack enables Princeton Financial Partners, a branch of Andrew Garrett, Inc. Financial Advisory Firm, to improve productivity through data-driven proactivity.