CircleBlack
HQ Address
374 Congress St., Suite 203, Boston, MA 02110, United States
Website Address
Business introduction
Wealth management software for client-focused, growth-minded advisors
Our all-in-one cloud-based platform aggregates data, centralizes workflows, and provides you with a holistic overview of your business
Our mission
To empower advisors to deliver prosperity to families and communities.
What we do
CircleBlack delivers an interoperable all-in-one solution that seamlessly integrates the best-of-breed wealthtech tools. 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 integrations with 3rd party CRM, planning, and risk assessment tools. CircleBlack’s platform provides advisors with the flexibility and choice they need to optimize their practice and enhance their clients’ experience.
CircleBlack Solutions
CircleBlack
CircleBlack has a modern and intuitive UI, beautiful and easy to use client experience, complete set of core capabilities, and dozens of integrations – all built on a robust data architecture with direct connections to over a dozen custodians and thousands of financial institutions. Features include: CRM Planning Performance Reporting Trading & Rebalancing Billing Risk Client Experience Document Vault Custodial......
business needs
- Business Intelligence & Practice Management
- Digital Platforms & Tools
- Market & Business Infrastructure
