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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 has been super helpful in building out the platform exactly as we need it.”
“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 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 14 businesses that use CircleBlack.
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