Data Engine

CircleBlack gives you immediate access to reliable client data across custodians within a single dashboard. Inform your clients. Improve financial services. Scale operations.
Experience the difference
Data Engine

Cut your time spent managing data in half

99.9%

data accuracy rate

6 hrs

time saved per week

30%

increase in satisfaction

Cut your time spent managing data in half

99.9%

data accuracy rate

6 hrs

time saved per week

30%

increase in satisfaction

Drive clients down the right financial path without long nights spent lost in spreadsheets

AGGREGATE DATA

Seamlessly integrate and synchronize client data

Ensure accurate and up-to-date information across all client accounts, reducing errors while saving hours in manual data entry and error correction. Make informed decisions on accounts in minutes.
ACCOUNT MANAGEMENT

Create and maintain household, client, and account profiles

Gain a holistic view of client financial profiles, simplifying the tracking of relevant financial details for improved client service and stronger relationships.
MULTIPLE DATA SOURCES

Manage held-away accounts

Pull data from multiple custodians and financial institutions while distinguishing managed and unmanaged assets, providing a comprehensive view of client financial profiles.
AUTOMATE DATA ENTRY

Simplify data from multiple custodians and financial institutions

Eliminate manual data entry, reduce errors, and end those spreadsheet-induced headaches from data consolidation. Circleblack collates data into accessible reports that paint a real picture of portfolios you can show your clients.
Diversified Capital Group
The user interface is very intuitive. The platform provides everything we need and is very user-friendly. The process for integrating with our existing technology stack was seamless, and we could easily establish connectors to our customer relationship management (CRM) platform, in addition to our systems for financial planning, risk management, and billing.
Susan Michel
Founder and CEO
Glen Eagle Advisors, LLC

Frequently asked questions

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Do you have a list of existing custodian feeds?

These are the direct integrations we have with custodians. We also offer access to thousands more through aggregators like DAZL BNY Mellon, DST FANMail, and ByAllAccounts. This list grows continuously.

If I don’t see my custodian on your list, can you add it?

Let us know! We’re always adding custodial feeds either directly or through our partners.

Do you have a list of integration partners and the extent of their integration?

Yes. You can find our integration partners here.

Can you help migrate our data from our current wealth management platform?

We have a back-office team with experience handling data conversions from several legacy systems.

How quickly can I get started with CircleBlack?

We’ll schedule your first onboarding call a few days after you sign the agreement. After, system access varies by custodian but typically takes a few weeks. However, we can add ‘dummy data’ into the platform to get you started faster.

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