Solution introduction

Your central hub for practice management

Our modern all-in-one wealth management platform provides client-centric advisors with the complete suite of capabilities needed to elevate their client facing activities

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 Accounts
  • Held-Away Accounts

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