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CircleBlack

Read 12 CircleBlack reviews and testimonials from customers, explore 14 case studies and customer success stories, and watch customer videos to see why companies chose CircleBlack as their Wealth Management 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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  • 12 Testimonials View
  • 14 Case Studies View
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Customer Rating Review Score based on 667 reference ratings
4.8/5.0 (667)

12Testimonials

  • “CircleBlack is a great centerpiece in our client meetings. We start with a shared view before going off on tangents.”

    Kevin Andrews 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 has been super helpful in building out the platform exactly as we need it.”

    Eric Pierce COO, Partner, and Wealth Advisor
11 more testimonials currently locked

14 Case Studies

  • How Rovin Capital Runs a Robust Small Business RIA

    Eric Pierce COO, Partner, and Wealth Advisor

  • Toth Capital Management cuts back-office work 50% with CircleBlack

  • Glen Eagle Advisory - Customer Case Study

    Rob Michel Chief Investment Officer
13 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 14 businesses that use CircleBlack.

FeaturedCustomers has 2,123,272+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.