CircleBlack AI

CircleBlack takes the most holistic, accurate, and reconciled advisor data set, natively unified in one platform, embeds artificial intelligence directly into that infrastructure, and delivers insights, actions, and workflows no other tool can match, with no added cost or integrations required.

The outcome: client relationships and investment management are mastered, with market intelligence, portfolio insight, and the client relationship understood as one.

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CircleBlack AI is the connective tissue between the core advisor capabilities, the workflows that enable them, and the data that powers them.

Introducing CircleBlack AI’s Portfolio Agent

CircleBlack AI’s first priority is eliminating the manual lift advisors face in preparing, organizing, and presenting client portfolio data. Today, advisors must cross-reference performance data with trusted financial and macroeconomic sources such as Barron’s or the Financial Times and manually weave that context into client-ready reports.

Now, you no longer need to worry. CircleBlack AI automates the process with AI-Powered Portfolio and Macroeconomic Insights

AI-Powered Portfolio Insights

CircleBlack AI’s Portfolio Agent eliminates this inefficiency by automatically analyzing a client’s portfolio performance, pulling insights from the advisor’s preferred sources, contextualizing performance drivers, and generating a complete client-ready report in minutes.

AI-Powered Macroeconomic Insights

The same philosophy applied to performance will extend to macroeconomic outlook. From interest rates and inflation to geopolitical events, advisors can instantly explain how external forces affect key portfolio positions and include these insights in client-ready reports within minutes.

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CircleBlack helps us translate investors’ goals into an allocation strategy. The goal is to build a clear sustainability picture and ensure investors stay on track… CircleBlack gives us the accessibility to analyze the portfolio and make adjustments as needed much quicker and more effectively than we could have otherwise.

Rob Michel

Chief Investment Officer

Glen Eagle Advisors, LLC

Frequently asked questions

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Do you calculate position-level performance?

Yes. CircleBlack offers performance calculations by household, account, position, and asset class.

What kind of performance benchmarks can you create?

There are several benchmark options and blended benchmarks available.

How does CircleBlack calculate performance?

CircleBlack uses the “dollar-weighted return” or (money-weighted return) methodology to reflect the actual gains or losses from your investments (instead of using a “time-weighted return” methodology to weigh each period equally.)

Firms and advisors can change the calculation methodology to “Time Weighted” in Advisor Preferences and Household Preferences. You can calculate performance by gross or net of advisory fees.

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.