Build a wealth management solution
that’s unique to your business.

Estimate your monthly price

Select your modules:

CircleBlack Basic

Core set of wealth management tools to streamline your workflow

Billing & Invoicing

Generate customized bills, collect fees, and share invoices

Trading & Rebalancing

Make real-time executions and manage balances across custodians

How many household accounts do you have?

0100200300400≥500

Starting at

$500/mo

Includes up to 100 household accounts

Your CircleBlack Solution

CircleBlack Basic$500/mo

Required base plan

Billing & Invoicing$100/mo$0/mo

Currently included with CircleBlack Basic$100/mo

Trading & Rebalancing$350/mo

CircleBlack Modules

CircleBlack Basic

Core set of wealth management tools to streamline your workflow

Starting at

$500

/mo

What’s included

SSO Advisor Dashboard

Multi-Source Data Aggregation

PDF Reporting + Automation

Bidirectional Document Vault

Branded Client Portal + Mobile App

Risk + Task Management System

Billing + Invoicing

Dynamic software for custom billing, invoicing, and payment processing

Starting at

$100/mo

$0

/mo

What’s included

In-app billing for all custodians

Flexible billing rules and schedule

Automate billing and invoice delivery

Fee Splitting via Payouts

Customize elegant, branded invoices

Embedded reporting and analytics

Included with CircleBlack Basic

Trading + Rebalancing

Tax-optimized model rebalancing and real-time trade order management

Starting at

$350

/mo

What’s included

Model rebalancing

Manage order flow across custodians

Tax-loss harvesting + asset location

Daily + intra-day cash management

Intelligent alerts and drift monitoring

Trading compliance