Access even more references from these marketplace competitors
“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."
“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.”
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.
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.
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.
FeaturedCustomers has 1,886,112+ validated customer references
including reviews, case studies, success stories, customer stories,
testimonials and customer videos that will help you make better
software purchasing decisions.