Introducing CircleBlack, the all-in-one solution for registered investment advisors.
Looking for a superior alternative to Black Diamond, Orion, or Adyzion?
Welcome to the
future of financial advising
See the power of CircleBlack
CircleBlack is the breakthrough solution for registered investment advisors. We invite you to see how it boosts operational efficiencies, reduces costs, and helps scale your business, all in one real-time, online demonstration.
- Gain insights into our most powerful features
- Learn how we streamline client billing
- Explore our unique client engagement tools
Schedule your demo today to see the CircleBlack difference.
Advisors at leading firms use CircleBlack
Commitment to customer service
“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.”
Gain deeper client insights
“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”
A better platform. A better life.
Your demo, on your schedule
- Diagnose time-saving opportunities
- Evaluate cost-savings potential
- Explore business growth strategies
- See key features and integrations
- Assess CircleBlack as your ideal platform
Let’s Transform Your Advisory Practice
CircleBlack currently supports: