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
Trading & Rebalancing
Make real-time executions and manage balances across custodians
How many household accounts do you have?
Starting at
$500/mo
Includes up to 100 household accounts
Your CircleBlack Solution
CircleBlack Basic$500/mo
Required base plan
Billing & Invoicing$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
Currently includes Billing + Invoicing
Billing + Invoicing
Currently included with CircleBlack Basic
Dynamic software for custom billing, invoicing, and payment processing
Starting at
$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
Daily + intra-day cash management
Intelligent alerts and drift monitoring
Trading compliance