Wealth management software for client-focused, growth-minded advisors

The central hub of your wealth management practice, CircleBlack integrates your preferred WealthTech solutions into our proprietary data engine to build a complete and custom all-in-one experience
CircleBlack Running on a Laptop and Phone

One portal for your entire wealth management business

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

Data Engine

Aggregate data from 17K+ sources plus integrations and see it all in one place

CRM

CRM

Boost productivity by automating client management and prospecting workflows

portfolio reporting

Portfolio Reporting

Create custom, comprehensive reports that guide client understanding in seconds

Document Vault

Store, share, and receive documents & multimedia within a secure repository

Digital Investor Experience

Increase engagement with your advisor-branded Client Portal and Mobile App

Client Billing

Client Billing

Set custom billing terms, collect fees, and share invoices with clients in-app

“CircleBlack gives me a more complete picture of my clients’ financial well-being and makes me a better advisor as a result.”

Patrick J. Hehir

Certified Financial Planner™

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

Easily integrate with 25+ best-in-class WealthTech, AdvisorTech, and FinTech solutions including across CRM, planning, risk, trading & rebalancing, and over 17,000 financial institutions directly in your Advisor Dashboard
Logos if integration partners

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 financial advisors managing larger clients and assets.
"As a startup, we wanted a platform that fit our firm from a value and values standpoint. It’s not just about being a scrappy start-up. It’s about disrupting the market and finding a partner that wants to help you be disruptive."
Arrow Icon
"Our goal was to offer our clients a simple and seamless client portal. CircleBlack also has great reporting technology, which helps illustrate asset allocation, performance, sector breakdowns, risk analysis, etc. with our clients."
Investment Advisor & Principal
Glen Eagle Logo
Financial Gravity Logo
Safeguard Wealth Management Logo
Rovin Capital Logo
IFASI Financial Group Logo
Cross State Financial Group Logo
Toth Capital Logo
Glen Eagle Logo
Rovin Capital Logo
Safeguard Wealth Management Logo
IFASI Financial Group Logo
Cross State Financial Group Logo
Glen Eagle Logo
Rovin Capital Logo
Safeguard Wealth Management Logo
IFASI Financial Group Logo
Cross State Financial Group Logo

Run your entire wealth management firm in a single window

Uncover more time to serve your clients, grow your business, and enjoy some well-deserved leisure.