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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 gives me a clear way to measure account performance against different benchmarks and to provide clear explanations to clients. The software has made the experience of working with clients …
“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 …
“CircleBlack helps us translate investors’ goals into an allocation strategy. The goal is to build a clear sustainability picture and ensure that investors are staying on track.”
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.
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