Integrations

CircleBlack’s modular, flexible, and interoperable platform integrates seamlessly with leading wealthtech products through built-in adapters. Bi-directional data sync keeps everything connected, while enriched Integration partner data boosts AI agent performance, helping advisors serve more clients, faster.

Experience the difference

WealthTech Integration Score

The Ezra Group WealthTech Integration Score™ is built on a 10-point scale which is designed to evaluate the robustness of an application’s external integrations.

CircleBlack

8.09

Tamarac

7.98

Black Diamond

7.53

Addepar

6.52

Advyzon

6.13

“Today, the “killer feature” for WealthTech is the ability to seamless integrate with other platforms.”

The WealthTech Integration Score provides advisors with a simple, powerful way to evaluate solutions based on their ability to pass data back and forth.

This objective clarity for advisors is as powerful as it is simple. And for technology providers, the Score provides an opportunity to display critical differentiation in a sea of options.”

Michael Kitces,
Kitces.com

Our technology integration partners

All Categories

CRM

Financial Planning

Risk Assessment

Trading/Rebalancing

Billing

Compliance

Client Billing

BillFin

Trading & Rebalancing

Blaze Portfolio

Compliance

COMPLY (RIA in a Box)

Financial Planning

eMoney

Trading & Rebalancing

RedBlack Software

Financial Planning

MoneyGuide

Risk Assessment

Nitrogen

CRM

Redtail

Financial Planning

RightCapital

Risk Assessment

StratiFi

Risk Assessment

TIFIN Wealth

Financial Planning

Wealthcare

CRM

Wealthbox

CRM

Redtail

CRM

Wealthbox

Financial Planning

eMoney

Financial Planning

MoneyGuide

Financial Planning

RightCapital

Financial Planning

Wealthcare

Risk Assessment

Nitrogen

Risk Assessment

StratiFi

Risk Assessment

TIFIN Wealth

Trading & Rebalancing

Blaze Portfolio

Trading & Rebalancing

RedBlack Software

Client Billing

BillFin

Compliance

COMPLY (RIA in a Box)

Compliance

Partner Marketplace

CUSTODIAN DATA FEEDS & AGGREGATORS

Integrate custodial and held-Away Accounts in a single platform

Your clients can connect both their managed and unmanaged investment accounts via their Investor Portal or Mobile App even before their first client meeting. CircleBlack’s comprehensive WealthTech platform cultivates a complete view of each client’s financial situation and enables you to deliver more tailored portfolio advice for longer-lasting client relationships, right from Day 1.

Experience the difference

Setting up the integrations within CircleBlack is easy as can-be. You click the button to start setting up the integration; you type in your passwords as if you were just pulling up the account on a new tab. And blammo! It’s connected. And it stays connected. And getting an integration to stay connected is huge for wealth management.The integrations alone have reduced the time we spend gathering information on accounts easily by half.

Tom Toth

Founder

Toth Capital Management

Frequently asked questions

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What CRMs do you integrate with?

We offer our advisors the choice to integrate and use their preferred tools. Even though we offer our own purpose-built CRM for growth-minded, relationship-driven financial advisors, CircleBlack offers integrations with Salesforce, Redtail, and Wealthbox.

How do I manage integrations within the same screen?

CircleBlack’s Advisor Dashboard is intuitive and configurable. You can position and resize widgets based on the workflows that best suit your individual style.

I don’t see my provider on your list. Can you add additional integrations?

Yes! We’ll review your preferred integration and add it to our list if possible. If you are an existing customer, please contact help@circleblack.com to share your request. If you are a future customer, please contact sales@circleblack.com to discuss.

Does CircleBlack offer an open API so I can build integrations directly?

Not at this time. However, we’ll review the integration request and see if we can integrate it into CircleBlack. (See above.)

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.