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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 508 reference ratings
4.8/5.0 (508)

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

    Eric Pierce COO, Partner, and Wealth Advisor

  • “CircleBlack powers the award winning RBC BLACK technology platform which has enabled RBC to differentiate its clearing and custody technology offering. Our rapid growth has been fueled by offering broker-dealers …

    RBC Clearing & Custody Chief Technology Officer
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9 Case Studies

  • Eagle Financial Group - Customer Case Study

    Kevin Andrews Financial Advisor

  • Wealthcare Financial Group - Customer Case Study

    Martin A. Smith Financial Advisor

  • How Rovin Capital Runs a Robust Small Business RIA

    Eric Pierce COO, Partner, and Wealth Advisor
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 1,899,738+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.