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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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  • 12 Testimonials View
  • 9 Case Studies View
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Customer Rating Review Score based on 620 reference ratings
4.8/5.0 (620)

12Testimonials

  • “Our goal was to offer our clients a simple and seamless client portal. CircleBlack also has great reporting technology, which is helpful to illustrate asset allocation, performance, sector breakdowns, risk …

    Cole Diversified Capital Group

  • “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.”

    Pat Hehir Princeton Financial Partners

  • “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
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9 Case Studies

  • Princeton Financial Partners - Customer Case Study

    Pat Hehir Princeton Financial Partners

  • Cross State Financial - Customer Case Study

    Dani Mutz Co-Founder

  • Silverman & Associates - Customer Case Study

    Mark Silverman Founder
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 2,007,296+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.