CircleBlack
HQ Address
374 Congress St., Suite 203, Boston, MA 02110, United States
Website Address
Business introduction
Save time. Delight clients. Win business
The all-in-one platform for the relationship-focused financial advisor
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 for Advisors
CircleBlack provides a complete financial overview of your client’s portfolio in one, simple-to-access location. We aggregate feeds from your custodians and any direct holdings, such as mutual funds and annuities. We integrate with the services you are using for trading, billing, CRM, risk analytics and CircleBlack then provides you with......
