Simple, transparent pricing model

CircleBlack Basic

Starting at
(for up to 100 account connections. $2.50 per month
for each additional)

Functional capabilities:

  • Advisor dashboard
  • Client portal & mobile app
  • Performance reporting
  • Billing
  • Document vault
  • Functional integrations with CRM, planning, & risk tools
  • Direct connections to custodial & held away accounts

CircleBlack Elite

Starting at
(for up to 100 account connections. $4.00 per month
for each additional)

Everything in Basic plus trading & rebalancing functionality:
  • Model-based rebalancing
  • Single security trading
  • Sleeves and “model of models”
  • Tax loss harvesting & asset location
  • Asset exclusions & equivalencies
  • Cash management & monitoring
  • Order management incl. block trades & FIX delivery
  • Manage equities, ETFs, MFs, options, bonds, & SMAs
Do you have any questions about which package or integrations would best suit your requirements?
Our experienced Account Executives are here to provide expert guidance and make the process easy for you, ensuring you find the perfect solution tailored to your needs. We are happy to help. Contact us here.

Short and flexible contracts

Convenient monthly billing in arrears

Rapid onboarding

Expert customer support available 24/7

One on one data migration support


What if I need more than 100 accounts?

Our pricing is based on the number of client accounts connected to our platform.  If you need more than 100 connected accounts the fee is $2.50 per account per month for Basic, and $4.00 per account per month 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?

Unlimited. Our pricing is based on the number of connected accounts rather than on the number of advisor or client users.

What are system requirements for using CircleBlack?

We offer a modern, cloud based technology platform that works on all browsers and internet enabled devices. You can access CircleBlack through your desktop, laptop, smartphone or tablet.

How long does the implementation process take?

Our typical onboarding time is 1-2 days once we receive authorization from your custodian(s) to connect your client accounts. The custodian authorization process itself, however, can take up to 2-3 weeks, which is largely outside our control. Our experienced in-house customer success team is here to help you navigate that process to make sure it is completed as quickly and seamlessly as possible.

Is it possible to import historical account and performance data?

Yes, we are happy to help migrate your historical account and performance data from custodians and/or other technology vendors, including Orion, BlackDiamond, Portfolio Pathways, Albridge, and more. Fees may apply.

What if I need help?

Our in-house team of experienced customer success professionals is available 7 days per week to ensure you have a seamless experience. We are available through phone, email, and our app. You can expect a response within 24 hours to all customer requests.

Ready to try CircleBlack?

See how we can help you simplify your daily tasks, delight your customers, and grow your practice.