CircleBlack ROI Calculator Methodology
A benchmark-backed estimate of the benefit your firm could unlock with CircleBlack
Overview
The CircleBlack ROI Calculator helps you understand the potential economic impact of consolidating your fragmented wealth management tools onto CircleBlack. With just a few inputs about your firm, you’ll see return on your investment, and what’s driving that benefit.
The challenge of fragmented tech stack
Many advisory firms operate across multiple custodians, held-away aggregation sources, billing tools, CRM systems, and reporting workflows—often connected by a web of manual processes. Over time, this fragmentation creates:
- Duplicated work and data entry
- Fragile data flows that break regularly
- Operational rework and reconciliation
- Higher software and support costs
This ROI Calculator helps you quantify those hidden costs so you can make an informed decision.
How we built this calculator
We designed this tool with transparency and practical decision-making in mind:
1. Industry Benchmarks: Default values represent common platform and operational costs that advisory firms experience, calibrated by complexity level.
2. Published Pricing: CircleBlack costs are calculated using our published pricing structure and your specific selections.
3. Conservative Adjustments: We apply risk haircuts to keep results grounded when real-world adoption introduces variability. The goal is a credible starting point, not a best-case projection.
Complexity levels explained
Your current-state tech stack complexity calibrates the benchmark ranges for operational effort, integration overhead, and data issues:
| Level | Complexity of Your Technology Set-up |
|---|---|
| Simple | Single custodian, minimal manual work |
| Moderate | A few custodians, regular data cleanup and reconciliation |
| Complex | Many custodians, frequent sync issues and manual corrections |
How results are calculated
Industry Standard
Built on the Benefit Assessment Framework (Benefits, Costs, Flexibility, and Risk) to quantify business benefit and the full economic impact of your technology investment.
Benefits
Reduced costs, improved efficiency, and revenue growth.
Costs
CircleBlack subscription and transition expenses.
Flexibility
Future options from platform consolidation.
Risk
Conservative adjustments for real-world variability.
Benefit Assessment Framework – Benefits, Costs, Flexibility, and Risk to quantify the full economic impact of your technology investment
The calculator compares your current-state stack economics to a consolidated CircleBlack approach:
Benefit drivers include:
- Platform Savings: Replaces redundant billing, CRM, and data feed tools
- Time Saved: Frees up time spent on manual work for building client experience
- Growth Potential: Recovers missed fees and unlocks new revenue growth
ROI (%) expresses net benefit relative to costs. We apply conservative risk adjustments that increase with complexity to avoid overstating benefit
User-generated business case
Your inputs power the CircleBlack ROI Calculator, and results update in real time. Use this as a starting point, and we’ll help you unlock your benefit.
DISCLAIMER
This interactive CircleBlack ROI Calculator is provided for planning and discussion purposes. Results vary by firm and depend on adoption, workflow changes, implementation context, and the accuracy of inputs used. The tool is provided “as is” without warranties of any kind.
DISCLOSURES
CircleBlack developed this ROI Calculator and may update default assumptions over time to reflect product changes, pricing updates, and improved benchmark calibration. Pricing assumptions are based on CircleBlack’s published pricing. This tool is intended to support business case discussions and is not designed to function as a competitive product analysis.