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Discover the Future
of Wealth Management

Outgrowing tools like Black Diamond, Orion, and Advyzon or need an upgrade from basic software? Experience the innovation that’s providing a more efficient, more insightful, and more connected wealth management practice.

Experience the difference

Trusted by leading advisors for over 10 years

The all-in-one WealthTech platform for advisors at all stages of growth

We provide a full suite of integrated tools designed for operational efficiency, business expansion, and enhanced client management.

Streamline workflow with robust core capabilities

Increase efficiency with single sign-on access to all the tools you need on one easy-to-use and customizable Advisor Dashboard

Optimize for growth with best-in-class integrations

Seamlessly connect with your choice of CRM, Financial Planning, and Risk Management platforms for a scalable and sustainable solution

Deliver an exceptional and dependable client experience

Enhance client engagement with your own advisor-branded Client Portal, Mobile App, and Performance Reports

Take a look inside

Advisor Dashboard
Data Management
Performance Reporting
Client Billing
Document Vault
Client Portal + Mobile App
Trading + Rebalancing

Manage your entire business in one unified view

  • Intuitive and easy-to-use with customizable widgets
  • Track and monitor client portfolios, tasks, and alerts
  • View & analyze risk with intelligent WealthAlerts®

Experience CircleBlack

Centralize data across multiple applications

  • Aggregate data from over 17,000 sources
  • Eliminate manual data entry and the associated risks
  • Access financial data from custodians, held-away accounts, and integrations

Experience CircleBlack

Generate professional reports in just a few clicks

  • Generate reports individually or in bulk
  • Use preset templates or build custom reports
  • Schedule or instantly share to the Document Vault

Experience CircleBlack

Create bills, collect fees, and share invoices in-app

  • Set flexible billing rules and schedules
  • Collect fees with automatically generated billing files that are compatible with all major custodians
  • Share invoices with clients with notifications to the mobile app or their email

Experience CircleBlack

Organize and share documents securely

  • Upload and tag documents by category
  • Share insights & articles with clients in bulk, individually, or based on Target Criteria
  • Receive and store documents from your clients

Experience CircleBlack

Exceed client expectations and increase engagement

  • Communicate easily with app push notifications
  • Clients can access their portfolios, reports, and documents, aggregate held-away accounts, upload and share documents
  • Advisor-branded desktop portal and mobile app; CircleBlack manages Android and Apple App Stores

Experience CircleBlack

Reach target financial goals with ease

  • Tax-optimized model rebalancing and real-time trade order management
  • Daily and intra-day cash management
  • Intelligent alerts and drift monitoring

Experience CircleBlack

Take a look inside

Advisor Dashboard

Manage your entire business in one unified view

  • Intuitive and easy-to-use with customizable widgets
  • Track and monitor client portfolios, tasks, and alerts
  • View & analyze risk with intelligent WealthAlerts®

Experience CircleBlack

Data Management

Centralize data across multiple applications

  • Aggregate data from over 17,000 sources
  • Eliminate manual data entry and the associated risks
  • Access financial data from custodians, held-away accounts, and integrations

Experience CircleBlack

Performance Reporting

Generate professional reports in just a few clicks

  • Generate reports individually or in bulk
  • Use preset templates or build custom reports
  • Schedule or instantly share to the Document Vault

Experience CircleBlack

Client Billing

Create bills, collect fees, and share invoices in-app

  • Set flexible billing rules and schedules
  • Collect fees with automatically generated billing files that are compatible with all major custodians
  • Share invoices with clients with notifications to the mobile app or their email

Experience CircleBlack

Document Vault

Organize and share documents securely

  • Upload and tag documents by category
  • Share insights & articles with clients in bulk, individually, or based on Target Criteria
  • Receive and store documents from your clients

Experience CircleBlack

Client Portal + Mobile App

Exceed client expectations and increase engagement

  • Communicate easily with app push notifications
  • Clients can access their portfolios, reports, and documents, aggregate held-away accounts, upload and share documents
  • Advisor-branded desktop portal and mobile app; CircleBlack manages Android and Apple App Stores

Experience CircleBlack

Trading + Rebalancing

Reach target financial goals with ease

  • Tax-optimized model rebalancing and real-time trade order management
  • Daily and intra-day cash management
  • Intelligent alerts and drift monitoring

Experience CircleBlack

Connect with the tools you already use—all on one simple platform.

Easily integrate with and access data from major custodians, 25+ leading vendors in CRM, planning, and risk, and over 17,000 financial institutions directly in your Advisor Dashboard.

The best choice for leading advisors

1300

Advisors

700K

Clients

1.3M

Accounts

150

Firms

$97B

AUM

Managing billing in Excel had been a nightmare, but CircleBlack makes it easy. It only takes 20 percent of the time it used to. Now we do it consistently, which creates a better client experience.

Andy Shroeder, CFA

Sr. Advisor, Safeguard Wealth Management

With our previous all-in-one vendor, we were overpaying for many capabilities that we never used and reports that looked outdated. The experience with CircleBlack is so much simpler and the reports look better – we’re really pleased we switched.

Dani Mutz

Founder & CCO, Cross State Financial Group

Starting from just $500/month

Whether your evolving business is struggling to scale due to outdated and complicated platforms or you recognize your need to automate operations and enhance client engagement with your first WealthTech tool, our team is ready to show you how CircleBlack will take your business to the next level.

What you’ll learn:

  • Time-Saving Opportunities
  • Cost-Saving Potentials
  • Untapped Avenues for Growth
  • Client Success and Management Strategies
  • Your Ideal Key Features and Integrations

See CircleBlack in action