CircleBlack puts a Salesforce-powered CRM and portfolio management at the center, working right inside one connected workspace alongside the tools you already use. Black Diamond focuses on wide tool coverage and standardized reporting, but its CRM sits beside the portfolio rather than inside it, and only a handful of tools connect both ways. With CircleBlack, you keep the tools your firm already trusts.

Yes. CircleBlack connects with 25+ industry-leading WealthTech tools and over 17,000 financial institutions, so you build the stack you want rather than adopting one fixed bundle. You can find our Integration Partners here.

CircleBlack integrates directly with leading custodians including Fidelity, Schwab, RBC, DST, CNB, GSAS, Pershing, Interactive Brokers, SEI, and DAZL. For nearly every other custodian, we connect through our aggregation partner ByAllAccounts, so you get multi-custodian data coverage across virtually any custodian you use.

Yes. The CRM is purpose built on Salesforce and embedded inside the portfolio environment, so client notes, tasks, and portfolio data live on one screen. Black Diamond offers multiple CRM options, but none are embedded within its portfolio management interface, so advisors switch between systems instead of working in one place.

CircleBlack connects with 25+ tools, and most of those connections work both ways so your data stays in sync. Black Diamond connects to many tools too, but only a handful share data both ways; most simply send data out one direction.

Yes. Our migration team handles data extraction, account mapping, and performance history continuity.

Your data is reconciled overnight and validated, ready for business by 8:30 AM ET.

Breakaway, Established, and Enterprise advisors. Every advisor on CircleBlack is empowered to master their client relationships and portfolio management.