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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.
“CircleBlack helps me run my business efficiently, so I can take my boys to hockey practice. I’m able to get the data I need from my phone, from anywhere.”
“CircleBlack is a great centerpiece in our client meetings. We start with a shared view before going off on tangents.”
“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 …
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