Wealth management software for client-focused, growth-minded advisors
Our all-in-one cloud-based platform aggregates data, centralizes workflows, and provides you with a holistic overview of your business
Maximize performance with our Advisor Dashboard
CircleBlack enhances efficiency and productivity, allowing you to focus on what matters most—servicing your clients and growing your business—without the need for extensive IT support or additional personnel.
Data Engine
Aggregate data from 17K+ sources plus integrations and see it all in one place
AI-Enhanced CRM
Design models, rebalance at scale, monitor cash flow, and trade instantly
AI-Powered Reports
Create custom, comprehensive reports that guide client understanding in seconds
Bi-Directional Document Vault
Store, share, and receive documents & multimedia within a secure repository
Advisor Client Experience
Increase engagement with your advisor-branded Client Portal and Mobile App
Client Billing
Set custom billing terms, collect fees, and share invoices with clients in-app
Connect with the tools you already use—all on one simple platform
Easily integrate with 25+ leading vendors in CRM, planning, and risk, and over 17,000 financial institutions directly in your Advisor Dashboard
Built for advisors at all stages of growth
CircleBlack helps new and established RIAs scale their business by reducing administrative workload, streamlining operations via integrations, and providing advanced features for managing larger clients and assets.
Breakaway Advisors
Established Advisors
