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.
Advisor Growth Suite
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Cross State Financial Group

Explore the CircleBlack platform

Data Engine

Firm/Advisor Dashboard
Integrations Icon
Integrations
Trading Icon
Trading & Rebalancing
Portfolio Reporting
CRM

CRM

Digital Investor Experience

Document Vault

Client Billing

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Platform Security

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.

Platform Security

CircleBlack ensures your firm’s wealth management technology hub aligns with industry best practices for data security, regulatory compliance, and privacy. Our platform cuts hours away from the audit and compliance processes, all while keeping your clients and your firm secure.
Diversified Capital Group
CircleBlack is not just our in-house task-management system. Our client data is here, the reports that go out are here, and our client portal—how we communicate with our clients—is here. The platform is a critically important piece of our firm and a core piece of the value we provide our clients. Whether visible or invisible.
Tom Toth
Founder
Toth Capital Management

Frequently asked questions

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How complex is CircleBlack to use?

CircleBlack is intuitive to navigate and easy to use. And if you ever feel stuck, you can contact your dedicated Customer Success rep for additional support.

How quickly can I get started with CircleBlack?

We’ll schedule your first onboarding call a few days after you sign the agreement. After, system access varies by custodian but typically takes a few weeks. However, we can add ‘dummy data’ into the platform to get you started faster.

How long will it take my clients to learn and use CircleBlack?

Your clients can expect to learn how to use the platform in as little as 30 minutes.

Is there a contract to get started?

Our typical contract length is 12 months.

What makes CircleBlack better than other wealth management software?

CircleBlack offers robust functionality and freedom of choice—we want to scale with your business, not lock you into a closed tech ecosystem. As you grow and choose new tools for Risk, Compliance, Planning, or anything else, CircleBlack will integrate with those new tools without disrupting your business.

We also provide premium support regardless of size, so you’ll always have a person from our team in your corner.

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