CircleBlack vs Orion
Why Advisors Choose CircleBlack over Orion
Compare CircleBlack's open, interoperable platform to Orion's fully bundled native suite.
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Build the WealthTech stack you want and keep the tools you already use.
A fully bundled, higher-cost, native-first platform with broad but uneven integration depth.
Architecture
Industry-Leading
Open and interoperable
Below Benchmark
Fully bundled native suite
CRM
Industry-Leading
Salesforce-powered, your CRM choice
Above Benchmark
Redtail CRM, native to Orion
Custodians
Industry-Leading
Multi-custodian, broad and deep data coverage
Market Benchmark
Platform-centric data model
Integration ecosystem
Industry-Leading
25+ open, WTIS* 8.09
Above Benchmark
Broad but uneven integration depth, limited two-way sync
Flexibility to evolve
Industry-Leading
Add the tools you choose any time
Below Benchmark
Replace your tools with Orion's native modules
Pricing
Industry-Leading
Predictable, modular, only the essentials pre-bundled
Below Benchmark
Higher cost, fully bundled
THE DIFFERENCE
What sets CircleBlack apart
Mastery of the essentials
Industry-leading CRM and portfolio management, the two systems advisors rely on every day. The CRM is Salesforce-powered and embedded directly in the portfolio environment, so client and portfolio data live on one screen, without the cost or complexity of building it yourself.
Open ecosystem advantage
Start with the essentials, then build your best-in-class stack around them. Integrate the third-party tools you choose through deep, two-way connections rather than running everything through one vendor’s native modules.
Multi-custodian data
Aggregate and reconcile data across multiple custodians. Ready for business by 8:30 AM ET.
CircleBlack currently supports:
300+
Firms
2K
Advisors
400K
Clients
800K
Accounts
$70B+
AUM
Connect the tools you already use, not one bundled platform.
CircleBlack integrates with 25+ industry-leading WealthTech, AdvisorTech, and FinTech tools across CRM, planning, trading, billing, and compliance, plus connects to over 17,000 financial institutions, all in a single platform.
Built for advisors at all stages of growth
Whether Breakaway, Established, or Enterprise, every advisor on CircleBlack is empowered to master their client relationships and portfolio management.
"As a startup, we wanted a platform that fit our firm from a value and values standpoint. It’s not just about being a scrappy start-up. It’s about disrupting the market and finding a partner that wants to help you be disruptive."
Breakaway Advisors
"Our goal was to offer our clients a simple and seamless client portal. CircleBlack also has great reporting technology, which helps illustrate asset allocation, performance, sector breakdowns, risk analysis, etc. with our clients."
Established Advisors
“CircleBlack powers the award winning RBC BLACK technology platform which has enabled RBC to differentiate its clearing and custody technology offering. Our rapid growth has been fueled by offering broker-dealers and RIAs with advanced technology. We lead and win new business with technology.”
Chief Technology Officer
Enterprise
Frequently asked questions
Ready to try CircleBlack?
See how we can help you simplify your daily tasks, delight your customers, and grow your practice.
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
Pricing breakdown
| Annual | Monthly | |
|---|---|---|
| Base platform (includes up to 100 accounts and 1 CRM user) | $6,600 | $550 |
| 101-200 total accounts | $36.00 | $3.00 |
| 201-300 total accounts | $33.00 | $2.75 |
| 301-400 total accounts | $30.00 | $2.50 |
| 401-500 total accounts | $27.00 | $2.25 |
| Per CRM user over 1 | $360 | $30 |
If you need more than 500 accounts, please contact sales@circleblack.com for custom pricing.