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
Integration Logos

Connect your advisor tech and data feeds

80%

of business in a single platform with data from 150+ custodians and 17,000+ institutions

6 hrs

Saved per week by integrating with essential CRM and planning tools

99.9%

Data accuracy rate with automated data synchronization

Connect your advisor tech and data feeds

80%

of business in a single platform with data from 150+ custodians and 17,000+ institutions

6 hrs

Saved per week by integrating with essential CRM and planning tools

99.9%

Data accuracy rate with automated data synchronization

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

intelliflo redblack
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

intelliflo redblack
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.

Integration Logos
Experience the difference
Diversified Capital Group
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.
LinkedIn Profile Photo
Tom Toth
Founder
Toth Capital Management

Frequently asked questions

Hidden Accordion

No Content

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.

Latest Case Studies

Experience the CircleBlack platform for yourself

Book a demo today