See how CircleBlack provides a seamless experience for a breakaway advisory firm to grow with speed and precision, while retaining 100% of its clients.
Advisor Practice Playbook
CircleBlack’s custom wealth management platform provides a complete suite of modern features for client-centric advisors to share custom advice, improve portfolio management, and expand financial services.







Explore the CircleBlack platform
Data Engine
The dependable, modern Data Engine is the core of the CircleBlack platform, built from the ground up to give advisors immediate access to reliable client data across custodians within a single dashboard. CircleBlack’s Data Engine integrates, normalizes, and manages client, custodian, and third-party-aggregated data, ensuring data quality through validation checks with error-detection and flagging functionality. Manage multi-custodial portfolios with greater than 99.9% accuracy.
Firm/Advisor Dashboard
Connect data from custodian and held-away accounts with financial planning software in one dynamic dashboard for more efficient client and household management. CircleBlack’s Firm/Advisor Dashboard provides a comprehensive, customizable interface that provides a streamlined, one-click experience for seamlessly managing client portfolios, client relationships, and firm administration.
Integrations
CircleBlack works with powerful technology partners to expand your firm’s capabilities. Integrate your data feeds. Connect your tools. Conduct more than 80% of your business in a single tab.
Trading & Rebalancing
Quickly respond to market changes with real-time executions to ensure that investments stay aligned with clients’ goals. Manage complex portfolios at scale with order flow management across multiple custodians, asset and security classes.
Portfolio Reporting
No more long nights reviewing account details and preparing reports. With CircleBlack’s AI-Powered Portfolio Reporting & Insights, advisors can generate informative, easy-to-understand client performance and macroeconomic commentaries in just minutes. Enhance client engagement while providing yourself with all the necessary information you need to prepare and deliver detailed analysis and actionable insights right at your fingertips.
CRM
COMING Q1 2025
CircleBlack’s CRM goes beyond contact lists to enhance workflows and boost productivity. Connect a compatible third-party CRM or utilize CircleBlack’s assimilated CRM to erase hours of admin work with one-click access to all prospective and current client data, information, and portfolio actions – purpose-built by CircleBlack and omnipresent within a single pane of glass tailored specifically for advisory firms.
Digital Investor Experience
Deliver the Wall Street experience to Main Street clients. CircleBlack offers a fully customizable, white-labeled web portal and a firm-centric mobile app experience for financial advisors to project professionalism and delight their clients. No developer expertise required.
Document Vault
Provide a secure, organized, and user-friendly environment for advisors and clients to share helpful content. CircleBlack’s bidirectional Document Vault keeps everyone on the same page, ready to make more informed financial decisions.
Client Billing
CircleBlack removes the complexity from client billing by allowing firms and advisors to define and automate the calculation of custom flat, tiered, and banded AUM fees, as well as default asset-class and security-level exclusions with optional household- and account-level overrides. Structure unique invoicing without unique hassles through BillFin’s embedded integration within CircleBlack.