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  • 4.8 / 5.0 (562)
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CircleBlack Testimonials

  • “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 analysis, etc. with our clients.”

  • “Cole understands software much better than I do. His background in this area is far superior to mine. So, his first project was to develop a technology platform that could help service and grow our business into the future, as well as assist our clients with their needs and desires.”

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  • Reference Rating
    4.7 / 5.0
    Customer References42 total
    About

    Altruist is Build the best version of your firm when you partner with a custodian that brings together critical RIA technology and great customer service. With intuitive software for account opening, trading, reporting, and billing bundled into a streamlined solution, advisors of all sizes are empowered to run the practice they envisioned.

  • Reference Rating
    4.7 / 5.0
    Customer References56 total
    About

    Black Diamond Wealth Platform is an award-winning, cloud-native solution designed to meet the complex business needs of wealth management professionals and their clients. Complete with performance reporting, portfolio rebalancing, an immersive client portal, and more, the platform also connects to a vast ecosystem of smart integrations. In addition, proactive, personalized attention from a dedicated service team ensures advisors receive access to an elite combination of technology and service.

  • Reference Rating
    4.7 / 5.0
    Customer References15 total
    About

    Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Their tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success.

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