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

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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.”

Eric Pierce

Rovin Capital

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”

Rob Michel

Glen Eagle

A better platform. A better life.

As simple as it is powerful, CircleBlack seamlessly integrates with all your financial tools while shaving 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.
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Your demo, on your schedule

Connect with us virtually and see if CircleBlack is right for you. Your demo will allow you to:
  • Diagnose time-saving opportunities
  • Evaluate cost-savings potential
  • Explore business growth strategies
  • See key features and integrations
  • Assess CircleBlack as your ideal platform

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