The platform “gives us a one-stop login to a holistic system that integrates with our customer relationship management (CRM) solution.”
See how Cross State Financial standardized ops with CircleBlack.
Customer Stories
Real stories about why relationship-focused RIAs choose CircleBlack to save time, delight customers, and grow their business.
CircleBlack Improves Client Engagement at Silverman & Assoc
“Instead of me having to try to create screenshots, I can generate professional reports with our own branding,” says Silverman.
See how Silverman & Assoc improved client engagement with CircleBlack.
CircleBlack: Mission-Critical for Glen Eagle Daily Ops
“The platform provides everything we need and is very user-friendly. The process for integrating our existing technology stack was seamless.”
See how CircleBlack become the mission-critical for Glen Eagle Daily Ops.