Save Time. Delight Clients. Win Business.
We understand successful advisors must
- Develop a clear understanding of prospects’ goals
- Generate compelling proposals & plans
- Offer frictionless onboarding leveraging automation
- Engage in a regular dialog that deepens relationships
- Deliver invoices & collect fees in a transparent manner
- Maintain compliance with applicable regulations
…and overcome many challenges to success
- Market is increasingly competitive, making it difficult to win new clients
- Client data resides at multiple institutions, making it difficult to understand holistic financial situation
- Onboarding is cumbersome, adding friction to initial interactions
- Financial plans & performance reports have too much detail
- Inaccurate & confusing invoices impact credibility
- Administrative activities are repetitive, time consuming, and requires use of multiple systems
CircleBlack helps advisors overcome these challenges to achieve success
Standout from competition
Provide a modern & differentiated client experience that’s distinguished from the competition.
Reduce onboarding friction
Easily connect to custodial and held away accounts and share documents with clients, enabling more productive discussions and simplifying the onboarding process.
Gain holistic client insights
Streamline performance discussions
Deliver simple and elegant financial reports that are accurate, visually compelling, and easy for clients to understand.
Offer sophisticated trading & model based rebalancing capabilities that enhance client outcomes.
Eliminate repetitive tasks
Simplify practice management activities, decreasing time spent on repetitive, time consuming, and low value-add administrative tasks and reducing training costs.
Leading advisors choose CircleBlack
“Our previous all-in-one vendor offered too many reporting capabilities that we never used and were overpaying for, and the reports themselves looked outdated. The experience with CircleBlack is so much simpler and the reports look better – we’re really pleased we switched”
– Dani Mutz, co-founder at Cross State Financial
Simplified billing capabilities
“We had a choice to bill our clients using our billing fee calculations and structure: ending balance, monthly, and in advance, etc. Managing billing in Excel had been a nightmare, but CircleBlack makes it easy. ”it only takes 20% of the time it used to! Now we do it consistently which creates a better client experience”
– Andy Schroeder, Safeguard Wealth
Strong client experience
“What our clients want most is transparent and accessible service. CircleBlack allows us to offer an online platform and mobile app that allows our clients to track their wealth 24/7. This enables our financial advisors to deliver the personalized service our clients deserve.”
Chief Investment Officer at Glen Eagle
Ready to try CircleBlack?
See how we can help you simplify your daily tasks, delight your customers, and grow your practice.