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

Including iframe of partner application, real-time API retrieval of data, real-time API distribution of data, batch API data retrieval, and FTP file retrieval and push.

Best in class user experience

Delivers a superior visual experience and ease of use for both advisors and clients.

Rich app ecosystem

Over 25 third-party application integrations available, allowing seamless connection with existing technology infrastructure.

Deep network of asset managers & data feeds

Available through our Model Marketplace, and amongst the broadest set of custodial feeds and other supporting private data feeds in the industry today.

Dedicated development support

Access to a completely dedicated and collaborative set of on-site, co-located development experts.

CircleBlack supports:

  • TAMPs
  • Custodians
  • Independent broker-dealers
  • Wirehouses
  • 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.”


Clear differentiator

“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.”

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.