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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 527 reference ratings
4.8/5.0 (527)

12Testimonials

  • “There was better reception from my clients when they saw it. The advisors at my firm liked it better. It’s more streamlined and integrates better with all of my different …

    Martin A. Smith Financial Advisor

  • “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
11 more testimonials currently locked

9 Case Studies

  • Cross State Financial - Customer Case Study

    Dani Mutz Co-Founder

  • Diversified Capital Group - Customer Case Study

    Paul Laughton Founder and Principal

  • 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 1,906,796+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.