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CircleBlack Testimonials

  • “There was better reception from my clients when they saw it. The advisors at my firm liked it better. It’s more streamlined and integrates better with all of my different tools. It’s helped me save money, improve efficiency, and get more adoption from clients compared to our prior solution.”

    Martin A. SmithFinancial Advisor

  • “CircleBlack has been super helpful in building out the platform exactly as we need it.”

    Eric PierceCOO, Partner, and Wealth Advisor
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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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    4.7 / 5.0
    Customer References15 total
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    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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