See how CircleBlack provides a seamless experience for a breakaway advisory firm to grow with speed and precision, while retaining 100% of its clients.
Toth Capital Management Aims to Disrupt the Market with CircleBlack
read more
Client Relationship Management (CRM)
CircleBlack CRM is a custom-configured implementation of Salesforce, purpose-built around advisor workflows and embedded within the advisor’s portfolio management environment. The result is a complete 360° client view that unifies account details, calendar, meetings, emails, portfolio performance, planning milestones, documents, and communication history within a single interface.
Why CircleBlack CRM Wins
1. Complete Client Context (vs. third-party advisor CRMs)
CircleBlack CRM lives within the advisor’s portfolio management environment and alongside their financial planning data. The outcome: market intelligence, portfolio insight, and relationship context understood as one.
2. Advisor-Built Workflows (vs. general-purpose CRMs)
Designed around how advisors actually work, CircleBlack CRM delivers all the customization and workflow power of a bespoke wealth management Salesforce implementation without the cost or complexity of building it yourself.
3. Enterprise-Grade Power (vs. native WealthTech CRMs)
Built on the scalability and continuous innovation of Salesforce’s enterprise-grade infrastructure, CircleBlack CRM delivers new capabilities to advisors faster than native CRM competitors that must build from scratch and release on slower cycles.
CLIENT MANAGEMENT
Master Your Client Interactions
CircleBlack CRM enables advisors to be more informed on client portfolio performance, more attuned to the nuances of each relationship, and fully prepared for every meeting, all while spending only a fraction of the time that preparation would normally require.
Client Profiles
See a client’s portfolio performance, holdings, account information, notes, and tasks, all in one place.
Calendar
Automatically keep all your upcoming meetings aligned between CircleBlack and the workspace of your choice — Google Workspace or Microsoft 365.
Meeting Management
Schedule, host, and track meetings directly within CircleBlack, while connecting with clients seamlessly through Google Meet, Microsoft Teams, or Zoom.
LEAD MANAGEMENT
Prioritize and convert leads faster
The Lead Management Dashboard centralizes all active leads, giving advisors a clear view of their pipeline. Advisors can filter and search by name, source, or any other field to find the right prospects. Each lead has its own dedicated page to track progress, add notes and tasks, and manage all lead information in one place.
ONBOARDING
Onboard new clients faster
When a new client is won, the automated Onboarding Workflow prompts the steps for the advisor to take in and out of the platform to easily convert leads into active clients.
CLIENT DASHBOARD
Find any client quickly with the client dashboard
The Client Dashboard provides a summary of all active clients, including those added through data feeds or converted from leads. Advisors can sort by any field to quickly find information, prioritize tasks, and take action.
COMPLIANCE WORKFLOWS
Automate portfolio review workflows
After onboarding, the Portfolio Review Workflow automatically creates tasks for annual reviews and SEC compliance. It reminds advisors to update client information and schedules future meetings to ensure ongoing client engagement and regulatory alignment.
NOTES & TASKS
Centralize client context
Notes and tasks can be added to each client record to capture interactions, schedule follow-ups, and keep client activity organized in one place. Advisors can also view all their notes and tasks directly from their primary dashboard, providing a complete picture of ongoing activity and next steps.
CircleBlack adapts to our workflows with our clients instead of the other way around. As our business grows, it’s critical that we continue to give our customers the full attention they need and deserve. CircleBlack gives us the confidence to take ambitious steps forward without sacrificing our human values as we strive to be role models for our industry.
Susan Michel
Founder and CEO
Glen Eagle Advisors, LLC
Frequently asked questions
Latest Case Studies
Diversified Capital Group Offers Seamless Client Portal
Every quarter, this independent advisory firm saves 40+ hours using CircleBlack’s Reporting and 20+ hours using CircleBlack’s Billing applications. See how.
CircleBlack Standardizes Operations at Cross State Financial Group
See how CSFG built their own custom WealthTech stack, saving each of their advisors six hours every week using CircleBlack as their central hub.