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.
“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, but CircleBlack makes it easy. It only takes 20% of the time it used to! Now we do it consistently which creates a better client experience."
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.