Capabilities

Your central hub for practice management

Our modern all-in-one wealth management platform provides client-centric advisors with the complete suite of capabilities needed to elevate their client facing activities.

CircleBlack has a modern and intuitive UI, beautiful and easy to use client experience, complete set of core capabilities, and dozens of integrations – all built on a robust data architecture with direct connections to over a dozen custodians and thousands of financial institutions.

CRM

  • Access & update CRM data directly from CircleBlack, including contact information, tasks, meeting notes, and more.
  • Streamline with 1-click access to client-specific CRM pages from CircleBlack.
  • Works with the following integration partners:

Planning

  • Connect financial data from custodian and held-away accounts to planning software to access all in one place.
  • Automatically push client documents stored in the document vault to financial planning software.
  • View “probability of success” scores within the advisor dashboard.
  • Save time with 1-click access to client-specific pages within planning software from CircleBlack.
  • Works with the following integration partners:

Performance Reporting

  • Generate simple and elegant performance reports that are easy for clients to understand.
  • View “live tiles” as well as static PDFs; accessible via the client portal and mobile app.
  • Report types include balance, exposure, holdings, performance (TWRR & MWRR), cost, basis, income, net worth, and rebalancing.

Trading & Rebalancing

  • Create, edit, and store models composed of stocks, ETFs, mutual funds, and options.
  • Access over 300 third-party models from leading asset management firms.
  • Leverage rebalancing tools including drift tracking, cash management, and tax loss harvesting (coming soon).
  • Execute trades via direct connections to 14 custodial platforms or via exportable CSV file.

Billing

  • Bill in arrears or advance using flat, tiered, or banded structures based on end of period or average daily balances.
  • Collect fees by uploading automatically-generated billing files to major custodian platforms.
  • Share easy to understand invoices with clients via the mobile app or email.

Risk

  • Connect financial data from custodian and held-away accounts to risk software, and access all in one place.
  • Automatically push client documents stored in the document vault to risk software.
  • View current & target risk scores within the advisor dashboard.
  • Save time with 1-click access to client-specific pages within risk software from CircleBlack.
  • Works with the following integration partners:

Client Experience

  • Provide a branded client experience, available via web, iOS and Android apps.
  • Provide clients access to real time holdings and performance data, financial plans, invoices, news articles, and more.
  • Communicate with clients via advisor-client two-way chat functionality.

Document Vault

  • Upload, store, and share a range of document types including performance reports, financial plans, invoices, tax documents, bank statements, and more.
  • Easily access files via the client portal, mobile app, and advisor dashboard.
  • Supported document formats include PDF, JPEG, DOC, XLS, and others.

Custodial Accounts

Integrate with over a dozen custodial platforms, providing access to account registration, balance, position, transaction, security/price detail, and tax lot data.
  • Axos Advisor
  • Axos Clearing
  • Schwab
  • CNB Retirement
  • Fidelity (NFS & IWS)
  • First Clearing
  • Goldman Sachs Folio Institutional
  • Group IRA
  • Interactive Brokers
  • Pershing (BNY Mellon)
  • RBC Custody & Clearing
  • SEI
  • TD Ameritrade
  • TradePMR

Held-Away Acccounts

  • Achieve a comprehensive view of your client’s financial life with our DST and Yodlee integrations.
  • Access direct mutual fund positions, variable annuities, 529s and REITs from over 450 product companies, all through DST.
  • Access checking and savings accounts, credit cards, loans, brokerage accounts and retirement plans from over 17,000 financial institutions, all available through Yodlee.

CircleBlack currently supports:

120

Firms

1.2k

Advisors

350k

Clients

1.1M

Accounts

$97B

AUM

Ready to try CircleBlack?

See how we can help you simplify your daily tasks, delight your customers, and grow your practice.