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CircleBlack

Read 12 CircleBlack reviews and testimonials from customers, explore 9 case studies and customer success stories, and watch customer videos to see why companies chose CircleBlack as their RIA Software

CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform. CircleBlack’s platform includes performance reporting, rebalancing, and billing functionality, as well as real-time two-way connectivity to custodian and held away accounts along with a range of 3rd party CRM, planning, and risk tools. Over 100 advisory firms and 1,000 advisors leverage CircleBlack technology to deliver prosperity to families and communities.

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Customer Rating Review Score based on 564 reference ratings
4.8/5.0 (564)

12Testimonials

  • “We had a choice to bill our clients using our billing fee calculations and structure: ending balance, monthly, and in advance, etc. Managing billing in Excel had been a nightmare, …

    Andy Schroeder Safeguard Wealth

  • “CircleBlack gives us a one-stop login to a holistic system that integrates with our customer relationship management (CRM) solution. It is a much more complete technology package than what we …

    Dani Mutz Co-Founder

  • “I don’t know how I would do billing without CircleBlack. It would be too much to do manually. It would be impossible to do my job and to do billing …

    Mark Silverman Founder
11 more testimonials currently locked

9 Case Studies

  • Eagle Financial Group - Customer Case Study

    Kevin Andrews Financial Advisor

  • Glen Eagle Advisory - Customer Case Study

    Rob Michel Chief Investment Officer

  • Princeton Financial Partners - Customer Case Study

    Pat Hehir Princeton Financial Partners
8 more case studies currently locked

Additional CircleBlack Information & Resources

Read CircleBlack Reviews, Testimonials & Customer References from 12 real CircleBlack customers.

Browse CircleBlack Case Studies, Customer Success Stories, & Customer References from 9 businesses that use CircleBlack.

FeaturedCustomers has 1,911,840+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.