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* Why CircleBlack * Features * Features * Reviews * Pricing * Why CircleBlack * Features * Features * Reviews * Pricing Book a Demo DISCOVER THE FUTURE OF WEALTH MANAGEMENT Outgrowing tools like Black Diamond, Orion, and Advyzon or need an upgrade from basic software? Experience the innovation that’s providing a more efficient, more insightful, and more connected wealth management practice. Experience the difference Trusted by leading advisors for over 10 years THE ALL-IN-ONE WEALTHTECH PLATFORM FOR ADVISORS AT ALL STAGES OF GROWTH We provide a full suite of integrated tools designed for operational efficiency, business expansion, and enhanced client management. STREAMLINE WORKFLOW WITH ROBUST CORE CAPABILITIES Increase efficiency with single sign-on access to all the tools you need on one easy-to-use and customizable Advisor Dashboard OPTIMIZE FOR GROWTH WITH BEST-IN-CLASS INTEGRATIONS Seamlessly connect with your choice of CRM, Financial Planning, and Risk Management platforms for a scalable and sustainable solution DELIVER AN EXCEPTIONAL AND DEPENDABLE CLIENT EXPERIENCE Enhance client engagement with your own advisor-branded Client Portal, Mobile App, and Performance Reports TAKE A LOOK INSIDE Advisor Dashboard Data Management Performance Reporting Client Billing Document Vault Client Portal + Mobile App Trading + Rebalancing MANAGE YOUR ENTIRE BUSINESS IN ONE UNIFIED VIEW * Intuitive and easy-to-use with customizable widgets * Track and monitor client portfolios, tasks, and alerts * View & analyze risk with intelligent WealthAlerts® Experience CircleBlack CENTRALIZE DATA ACROSS MULTIPLE APPLICATIONS * Aggregate data from over 17,000 sources * Eliminate manual data entry and the associated risks * Access financial data from custodians, held-away accounts, and integrations Experience CircleBlack GENERATE PROFESSIONAL REPORTS IN JUST A FEW CLICKS * Generate reports individually or in bulk * Use preset templates or build custom reports * Schedule or instantly share to the Document Vault Experience CircleBlack CREATE BILLS, COLLECT FEES, AND SHARE INVOICES IN-APP * Set flexible billing rules and schedules * Collect fees with automatically generated billing files that are compatible with all major custodians * Share invoices with clients with notifications to the mobile app or their email Experience CircleBlack ORGANIZE AND SHARE DOCUMENTS SECURELY * Upload and tag documents by category * Share insights & articles with clients in bulk, individually, or based on Target Criteria * Receive and store documents from your clients Experience CircleBlack EXCEED CLIENT EXPECTATIONS AND INCREASE ENGAGEMENT * Communicate easily with app push notifications * Clients can access their portfolios, reports, and documents, aggregate held-away accounts, upload and share documents * Advisor-branded desktop portal and mobile app; CircleBlack manages Android and Apple App Stores Experience CircleBlack REACH TARGET FINANCIAL GOALS WITH EASE * Tax-optimized model rebalancing and real-time trade order management * Daily and intra-day cash management * Intelligent alerts and drift monitoring Experience CircleBlack TAKE A LOOK INSIDE ADVISOR DASHBOARD MANAGE YOUR ENTIRE BUSINESS IN ONE UNIFIED VIEW * Intuitive and easy-to-use with customizable widgets * Track and monitor client portfolios, tasks, and alerts * View & analyze risk with intelligent WealthAlerts® Experience CircleBlack DATA MANAGEMENT CENTRALIZE DATA ACROSS MULTIPLE APPLICATIONS * Aggregate data from over 17,000 sources * Eliminate manual data entry and the associated risks * Access financial data from custodians, held-away accounts, and integrations Experience CircleBlack PERFORMANCE REPORTING GENERATE PROFESSIONAL REPORTS IN JUST A FEW CLICKS * Generate reports individually or in bulk * Use preset templates or build custom reports * Schedule or instantly share to the Document Vault Experience CircleBlack CLIENT BILLING CREATE BILLS, COLLECT FEES, AND SHARE INVOICES IN-APP * Set flexible billing rules and schedules * Collect fees with automatically generated billing files that are compatible with all major custodians * Share invoices with clients with notifications to the mobile app or their email Experience CircleBlack DOCUMENT VAULT ORGANIZE AND SHARE DOCUMENTS SECURELY * Upload and tag documents by category * Share insights & articles with clients in bulk, individually, or based on Target Criteria * Receive and store documents from your clients Experience CircleBlack CLIENT PORTAL + MOBILE APP EXCEED CLIENT EXPECTATIONS AND INCREASE ENGAGEMENT * Communicate easily with app push notifications * Clients can access their portfolios, reports, and documents, aggregate held-away accounts, upload and share documents * Advisor-branded desktop portal and mobile app; CircleBlack manages Android and Apple App Stores Experience CircleBlack TRADING + REBALANCING REACH TARGET FINANCIAL GOALS WITH EASE * Tax-optimized model rebalancing and real-time trade order management * Daily and intra-day cash management * Intelligent alerts and drift monitoring Experience CircleBlack CONNECT WITH THE TOOLS YOU ALREADY USE—ALL ON ONE SIMPLE PLATFORM. Easily integrate with and access data from major custodians, 25+ leading vendors in CRM, planning, and risk, and over 17,000 financial institutions directly in your Advisor Dashboard. THE BEST CHOICE FOR LEADING ADVISORS 1300 Advisors 700K Clients 1.3M Accounts 150 Firms $97B AUM Managing billing in Excel had been a nightmare, but CircleBlack makes it easy. It only takes 20 percent of the time it used to. Now we do it consistently, which creates a better client experience. ANDY SHROEDER, CFA Sr. Advisor, Safeguard Wealth Management With our previous all-in-one vendor, we were overpaying for many capabilities that we never used and reports that looked outdated. The experience with CircleBlack is so much simpler and the reports look better – we’re really pleased we switched. DANI MUTZ Founder & CCO, Cross State Financial Group STARTING FROM JUST $500/MONTH Whether your evolving business is struggling to scale due to outdated and complicated platforms or you recognize your need to automate operations and enhance client engagement with your first WealthTech tool, our team is ready to show you how CircleBlack will take your business to the next level. What you’ll learn: * Time-Saving Opportunities * Cost-Saving Potentials * Untapped Avenues for Growth * Client Success and Management Strategies * Your Ideal Key Features and Integrations SEE CIRCLEBLACK IN ACTION 1 (800) 315-1241 help@circleblack.com 374 Congress St, Suite 203 Boston, MA 02110 © 2024 CircleBlack, Inc. All Rights Reserved. Privacy Policy