Essential Advisors Tools, Without the Bloat
Frustrated by tools like Black Diamond, Orion, or Advyzon? Or ready to move beyond basic software?
CircleBlack gives you everything you need to run your firm with flexibility, without paying for features you don’t use.
CircleBlack gives you everything you need to run your firm with flexibility, without paying for features you don’t use.
Simplify daily tasks and client interactions
Without CircleBlack
With CircleBlack
Tools, accounts, and files are siloed and scattered, making it challenging to see and manage a client’s portfolio holistically.
One central platform for advisors & clients to access all their data, accounts, and files.
Market intelligence, portfolio insight, and the client relationship understood as one
CircleBlack advisors are smarter about the market, more informed on client portfolio performance, and more attuned to the nuances of each relationship
Custodian & Held-Away Data Aggregation
Aggregates, cleanses, and reconciles multi-custodian data for unified portfolio views
Customer Relationship Management
Unifies Salesforce scalability, advisor workflows, and embedded portfolio context
Portfolio Reporting
Generates custom-tailored, what-you-build-is-what-you-get reports, in minutes
Document Management
Simplifies secure and compliant document sharing and advisor–client collaboration
Investor Experience
Delivers a pre-built, branded web and mobile client experience
Client Billing
Automates custom billing, invoicing, and fee management
Performance Calculation
Provides easy-to-understand performance drill-downs that simply client interactions
Trading & Rebalancing
Streamlines rebalancing, trading, and order management for multi-custodial portfolios
Practice Management
Centralizes client, compliance, performance, and planning data, in a single interface
Connect the tools you already use all in one platform
With CircleBlack, seamlessly integrate with 25+ best-in-class WealthTech, AdvisorTech, and FinTech solutions — spanning CRM, planning, trading, billing, and compliance — plus connect to over 17,000 financial institutions, all within 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
CircleBlack currently supports:
300
Firms
1.8K
Advisors
400K
Clients
800K
Accounts
$70B
AUM
Built to Streamline Advisory
CircleBlack’s philosophy is simple: help advisors focus more on what matters most — your clients and growth.
In your free consultation, you’ll see how CircleBlack helps:
• Save hours each week by eliminating manual, repetitive tasks
• Connect the tools you already use in one place
• Grow more efficiently with workflows tailored to your firm’s processes
• Improve client retention with a clean, intuitive experience clients love