Looking for a superior alternative to Black Diamond, Orion, or Advyzon?
Looking for a superior alternative to Black Diamond, Orion, or Advyzon?
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The All-in-One Platform You've Been Waiting For
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A Breakthrough for Registered Investment Advisors

It’s the advisory platform you’ve always wanted. The one that boosts operational efficiencies, reduces costs, and scales your business. Take CircleBlack for a test drive and see why more leading RIAs are making the switch.

Schedule Your Demo

Advisors at leading firms use CircleBlack

See What People Are Saying About CircleBlack

“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

Streamlined + Supercharged

As simple as it is powerful, CircleBlack seamlessly integrates with all your financial tools while shaving infinite hours off your schedule. If you’re ready to elevate your client relationships, expand your business, and bring new balance to your personal life, this is your moment.

Get Started
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Reap the Rewards of Cutting-Edge Convenience

Easy to Use

Our intuitive platform lets you jump right in—no specialized training necessary.

Time-Saving Technology

Dramatically cut your reporting time with real-time updates and automated processes.

Customizable Tech Stack

Integrate the best market tools that suit your needs, minus the IT headaches.
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Seeing Is Believing

Connect with us virtually and see if CircleBlack is right for you. Your demo will allow you to:

  • Diagnose time-saving opportunities
  • Evaluate cost-saving potential
  • Explore business growth strategies
  • See key features and integrations
  • Assess CircleBlack as your ideal platform
Book Your Demo

The Blueprint for Better Performance

Data Management

Centralize and simplify data management from over 17,000 sources.

Advisor Dashboard

Get a detailed view of all your clients in one place.

Client Billing

Efficient and flexible billing to suit your needs.

Reporting

Produce on-demand, professional reports with ease.

Trading & Rebalancing

Streamline your trading and rebalancing processes.

Client Hub

Engage clients with a comprehensive, branded portal.

Let’s Transform Your Advisory Practice

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CircleBlack currently supports:

150

Firms

1.3k

Advisors

700k

Clients

1.3M

Accounts

$97B

AUM

CircleBlack Is Driving Growth

“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”

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Rob Michel
Glen Eagle