Simple, transparent pricing model
(for up to 200 account connections. $30 per year for each additional)
- Advisor dashboard
- Client portal & mobile app
- Performance reporting
- Document vault
- Functional integrations with CRM, planning, & risk tools
- Direct connections to custodial & held away accounts
(for up to 200 account connections. $50 per year for each additional)
- Allocate cash
- Model based rebalancing
- Raise cash
- Tax loss harvesting (coming soon)
- Trade order delivery to custodian via file upload or FIX
Short and flexible contracts
Convenient monthly billing in arrears
Expert customer support available 24/7
One on one data migration support
What if I need more than 200 accounts?
Our pricing is based on the number of client accounts connected to our platform. If you need more than 200 connected accounts the fee is $30 per account per year for Basic, and $50 per account per year for Elite. We realize that for advisors with a large number of very small accounts (<$50-$100k), our per account pricing model may be too expensive. For advisors in this situation, we offer a basis point pricing model alternative that keeps our pricing at an attractive level. To learn more, click on the “Request a Demo” button on the top right of the website to schedule a time to talk to a representative.
How many advisor and client users are included in my subscription?
What are system requirements for using CircleBlack?
How long does the implementation process take?
Is it possible to import historical account and performance data?
What if I need help?
Ready to try CircleBlack?
See how we can help you simplify your daily tasks, delight your customers, and grow your practice.