Capabilities
Your central hub for practice management
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.
Planning
- Connect financial data from custodian and held-away accounts to planning software to access all in one place.
- Updated plans can be automatically pushed from the financial planning software to the CircleBlack document vault.
- 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 model based rebalancing.
Trading & Rebalancing
- Easily manage multiple model sleeves in a single account or household. Trade a single security or rebalance specific strategies across accounts in seconds.
- Trade electronically and get executions in real-time with custodians and brokers. Generate trade files and block allocations for Equity, ETF, Funds, Option, and Fixed Income Asset Types.
- Avoid overdrafts by setting customizable cash buffer notifications. Easily monitor cash balances and identify accounts outside of a cash range or model drift.
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:
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 Clearing & Custody
- SEI
- TD Ameritrade
- TradePMR
- SSG
Held-Away Accounts
- 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:
200
Firms
1.4k
Advisors
700k
Clients
1.3M
Accounts
$97B
AUM