CircleBlack vs Orion

At CircleBlack, we believe an all-in-one platform should

Provide the core capabilities to run your practice

Work seamlessly with the tools you already use

Deliver an outstanding client experience

We also know that most platforms don't live up to this promise

Common frustrations we've heard include

  • Outdated user experience that is difficult to learn
  • Includes too many capabilities you don't use or need
  • Required to pay for excessive bundled functionality
  • Limited integration options that leave a lot to be desired
  • Client experience that underwhelms your investors

Which can negatively impact your business

  • Spend too much time navigating an unintuitive platform
  • Key info sits across multiple tools, slowing decision making
  • Poor client experience that hurts your credibility
  • Overpay for capabilities you don't use or need

CircleBlack is different, offering advisors an

All-in-one, with choice

which includes

Core capabilities to run your practice

Report on custodial and held-away accounts in only a few clicks
Rebalance using models, sleeves, tax tools, & cash management
Bill & collect fees using your preferred calculation method & interval
Share documents & insights with clients easily & securely
Surface actionable insights from a configurable advisor dashboard

Integrated with the tools you already use

Active integrations with more than a dozen leading vendors
Account data & documents automatically sync’d across platforms
Dynamic tiles display key stats from partner tools within platform
Single-sign-on to household-specific pages across your tools
Native-like CRM experience with Redtail & Wealthbox

With an exceptional client experience

Modern and intuitive UI that sets you apart
Consolidate custodial, held away, & partner tool data
Dynamic tiles displaying key household, account, & holdings data
Select & configure tiles that are displayed for each client
Branded mobile app published to iOS & Android app stores

Working with CircleBlack is Easy

Clear & transparent pricing

Only pay for the capabilities you need

Straightforward 1-year contract

Includes onboarding support & data migration

On-shore customer success team

Publicly available product roadmap

Submit & vote on features & ideas

Hear from our customers

Simplify your reporting experience

“Our previous all-in-one vendor offered too many reporting capabilities that we never used and were overpaying for, and the reports themselves looked outdated. The experience with CircleBlack is so much simpler and the reports look better – we’re really pleased we switched”

- Dani Mutz, Cross State Financial

Only pay for what you need

“Our prior all-in-one vendor bundled their CRM and planning tools into the price we paid, even though we already used Wealthbox and Right Capital. We wanted a partner who let us use the tools we prefer and that focused on making those tools work well together – CircleBlack is that vendor, and we’re happy we made the switch”

- C. Laughton, Diversified Capital

Gain deeper client insights

“Before CircleBlack, I had no visibility into my clients' held away investment accounts like 401ks and other brokerage accounts. Now this information is right at my fingertips, giving me confidence I'm seeing the whole picture and delivering the right advice”

- Rob Michel, Glen Eagle

Commitment to customer service

“We switched to CircleBlack not just for its superior technology but also for its exceptional customer service. Unlike our previous vendor, CircleBlack's Client Success team goes above and beyond to address our needs promptly and efficiently. Their dedication to client satisfaction sets them apart.”

- Eric Pierce, Rovin Capital

Simple, transparent pricing model

CircleBlack Basic

Starting at
(for up to 200 account connections. $30 per year for each additional)

Functional capabilities:

  • Advisor dashboard
  • Client portal & mobile app
  • Performance reporting
  • Billing
  • Document vault
  • Functional integrations with CRM, planning, & risk tools
  • Direct connections to custodial & held away accounts

CircleBlack Elite

Starting at
(for up to 200 account connections. $50 per year for each additional)

Everything in Basic plus trading & rebalancing functionality:
  • Model-based rebalancing
  • Single security trading
  • Sleeves and “model of models”
  • Tax loss harvesting & asset location
  • Asset exclusions & equivalencies
  • Cash management & monitoring
  • Order management incl. block trades & FIX delivery
  • Manage equities, ETFs, MFs, options, bonds, & SMAs

Ready to try CircleBlack?

See how we can help you simplify your daily tasks, delight your customers, and grow your practice.

CircleBlack currently supports: