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CircleBlack Testimonials

  • “CircleBlack is a great centerpiece in our client meetings. We start with a shared view before going off on tangents.”

    Kevin AndrewsFinancial Advisor

  • “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.”

    ColeDiversified Capital Group
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    4.7 / 5.0
    Customer References82 total
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    Addepar is the financial operating system that brings common sense and data-driven investing to their financial world. Addepar gives asset owners and advisors a clearer financial picture at every level, all in one place. It handles all types of assets denominated in any currency. With customizable reporting, financial advisors can visualize and communicate relevant information to anyone who needs it. Secure, scalable, and fast, Addepar is purpose-built to power the global financial system.

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    4.7 / 5.0
    Customer References42 total
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    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.

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    4.7 / 5.0
    Customer References56 total
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    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.

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