Introducing the new CircleBlack Mobile App
The new CircleBlack Mobile App delivers a modern investor experience, simplifying portfolio tracking and document management with a secure, intuitive design.
A redefined investor experience, branded for your firm.
Portfolio Overview
A clear view of total value and performance with flexible time ranges.
Performance Insights
Visibility into gains and losses across the portfolio.
Top & Bottom Performers
The highest and lowest performing holdings over selected time periods.
Top & Bottom Contributors
The holdings with the greatest positive and negative impact on overall performance.
Portfolio Exposure
Allocation across asset classes, sectors, and geographies.
Holdings Summary
A consolidated view of holdings in one place.
Transaction Summary
A complete and centralized history of transactions.
Account Summary
Balances, activity, and key account details in one place.
Document Vault
A centralized place for document search, organization, and secure sharing.
Advisor Access
Direct access to you and your support resources.
About CircleBlack
Starting at
$600
per month
$600
per month
Portfolio Management & CRM
Only the critical tools you need and nothing more; no overpaying for features you do not use
What’s included
Custodian & Heldaway Data Aggregation
Customer Relationship Management
Portfolio Reporting
Document Management
Practice Management
Investor Experience (Desktop & Mobile)
Client Billing