See how CircleBlack provides a seamless experience for a breakaway advisory firm to grow with speed and precision, while retaining 100% of its clients.

Every quarter, this independent advisory firm saves 40+ hours using CircleBlack’s Reporting and 20+ hours using CircleBlack’s Billing applications. See how.

See how CircleBlack reduces billing processing time by 50% and helps an independent advisory scale their firm without losing their personalized client attention.

See how CSFG built their own custom WealthTech stack, saving each of their advisors six hours every week using CircleBlack as their central hub.

See how CircleBlack enables this 45-year-old wealth management firm to maintain and strengthen individual client relationships by keeping all information right at their fingertips.

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.

See how CircleBlack provides this full-service broker-dealer with the ability to view their books of business at every altitude and to serve each client at the individual level.

See how CircleBlack saves high-net-worth focused wealth management firm an estimated $15,000 in operational expenses every year, while acting as the central hub of the firm’s wealth management technology stack.

See how CircleBlack sets the stage for client interactions at Eagle Financial Group.

See how CircleBlack enables Princeton Financial Partners, a branch of Andrew Garrett, Inc. Financial Advisory Firm, to improve productivity through data-driven proactivity.