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

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

CRM
Boost productivity by automating client management and prospecting workflows

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
Set custom billing terms, collect fees, and share invoices with clients in-app
Patrick J. Hehir
Princeton Financial Partners,
branch office of Andrew Garrett, Inc.
Connect with the tools you already use—all on one simple platform

Built for advisors at all stages of growth
Breakaway Advisors

Established Advisors















