Customer Stories

Real stories about why relationship-focused RIAs choose CircleBlack to save time, delight customers, and grow their business.

How San Blas Securities Delivers Caring and Approachable Service

“With CircleBlack, it’s relatively seamless to transition between screens, making it easy for clients and advisors to get on the same page.”

See how CircleBlack supports client service at San Blas Securities.

“The platform provides everything we need and is very user-friendly. The process for integrating our existing technology stack was seamless.”

See how CircleBlack serves as a mission critical app for ops at Glen Eagle.

“CircleBlack has become the nucleus for our fintech allowing us to aggregate everything into one dashboard.”

See how CircleBlack’s client portal provide seamless portfolio management.

The app “gives me a more complete picture of my clients’ financial wellbeing and makes me a better advisor as a result.”

Learn how CircleBlack drives collaboration at Princeton Financial Partners.

The “reports are very simple and easy to understand. We use them in every client meeting—even the last-minute ones.”

Learn how CircleBlack’s reporting serves as the client meeting “centerpiece” at Eagle Financial Group.

“I could run my entire business—including compliance—through my phone,” says Martin. See how CircleBlack has streamlines ops for this D.C. Firm

Learn how Wealthcare Financial Group Protects clients with CircleBlack.

Our all-in-one wealth management platform streamlines operations, reporting, and client engagement for your RIA firm.