Empower advisors. Streamline operations. Impress clients.
CircleBlack offers custom design, development, implementation, release management, and ongoing support for enterprise clients seeking a modern framework on which to build their wealth management technology stack
State of the art technology stack
Built on NodeJS open architecture and open APIs to facilitate the easy use and retrieval from a library of over 800 APIs.
Extensible container-based framework
Provides a standardized analytical view of one or more financial accounts grouped together.
Multiple integration options
Best in class user experience
Rich app ecosystem
Deep network of asset managers & data feeds
Dedicated development support
Access to a completely dedicated and collaborative set of on-site, co-located development experts.
- Independent broker-dealers
- RIA aggregators
Leading enterprises choose CircleBlack
Unified command center
“CircleBlack is the first thing our highest performing advisors open in the morning to do a quick temperature check on client accounts – it’s their central command center to check account drift, understand who they need to call for the day, etc.”
CTO, RBC Clearing & Custody
Ready to try CircleBlack?
See how we can help you simplify your daily tasks, delight your customers, and grow your practice.