The Best Value in Wealth Management Technology
CircleBlack delivers the tools advisors actually use, none of the bloated, expensive modules they don’t. Just clean, modern, essential technology at a fair price.
Everything You Need. Nothing You Don’t.
No overpriced add-ons. No unused features. CircleBlack strips out the bloat and gives you a powerful, unified platform at the best price in the industry.
Portfolio Management and Reporting
All your custodian and held-away data into one place, giving you clear, real-time portfolio views and client-ready reports without the complexity.
Customer Relationship Management
A custom-configured implementation of Salesforce, purpose-built around your workflows and embedded into your portfolio management environment.
Open-Architecture Integrations
Deep, two-way integrations with the WealthTech tools you already use—unifying data from planning, trading & rebalancing, billing, and risk.
How CircleBlack Delivers More Value for Every Dollar
Modern advisor technology at a fraction of the cost
No redundant or unused features
A simple platform focused only on what advisors actually use.
No overpriced platform bundles
A fair pricing model that never forces you to buy extra modules.
No multi-portal chaos
A single unified platform instead of scattered logins and tools.
No middleware data upcharges
A native, custodian-agnostic data pipeline without third-party passthrough fees.
No integration fees
A plug-and-play ecosystem that connects to your tools at no extra cost.
Master Every Client Interaction With CircleBlack
Custodian & Held-Away Data Aggregation
Customer Relationship Management
Performance Calculation
Portfolio Reporting
Document Management
CircleBlack AI
Trading & Rebalancing
Client Billing
Practice Management
Investor Experience (Desktop/Mobile)
Integrations
Workflows
Custodian & Held-Away Data Aggregation
Customer Relationship Management
Performance Calculation
Portfolio Reporting
Document Management
CircleBlack AI
Trading & Rebalancing
Client Billing
Practice Management
Investor Experience (Desktop/Mobile)
Integrations
Workflows
Build a Wealth Management Platform Unique to Your Firm, at a Price That Actually Makes Sense
CRM and portfolio management starting at $550 a month
Starting at
$550
per month
$550
per month
Portfolio Management & CRM
Only the critical tools you need and nothing more; no overpaying for features you do not use
What’s included
Custodian & Heldaway Data Aggregation
Customer Relationship Management
Portfolio Reporting
Document Management
Practice Management
Investor Experience (Desktop & Mobile)
Client Billing