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.
Experience the difference
Portfolio Management

Execute financial decisions in seconds

6 hrs

time saved per week on client portfolio tasks

5%

increased revenue billing held-away accounts

99.9%

data accuracy rate

Execute financial decisions in seconds

6 hrs

time saved per week on client portfolio tasks

5%

increased revenue billing held-away accounts

99.9%

data accuracy rate

Everything you need to manage and grow your client accounts in a single dashboard

REBALANCE AT SCALE

One-click access to trading and rebalancing

Through embedded integrations within the CircleBlack platform, advisors can establish trading parameters, execute trades, and manage trading scenarios to keep portfolios aligned with individual client investment strategies.
EMBRACE EFFICIENCY

Complete trade order management

Embedded integrations enable Trading & Rebalancing functionality to adapt to your personal investment management approach. Meet the unique needs of every client with speed and precision.
MAINTAIN PORTFOLIO ALIGNMENT

Model rebalancing at market speed

Enhance client performance through holistic portfolio management and efficient model rebalancing. Monitor and respond at the speed of the market, directing trades across all your portfolios within minutes.
Diversified Capital Group
CircleBlack works with powerful technology partners to expand your firm’s capabilities. Integrate your data feeds. Connect your tools. Run 80% of your business from one platform
Eric Pierce
COO, Partner, and Wealth Advisor
Rovin Capital

Frequently asked questions

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Do you offer GIPS-compliant reporting?

CircleBlack offers both time-weighted and dollar-weighted return calculations.

Can I modify transactions?

Not currently.

Can I open accounts directly through CircleBlack for my clients?

Accounts must be opened at your custodian first. After, you can integrate those accounts into CircleBlack.

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.

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