“With CircleBlack, it’s relatively seamless to transition between screens, making it easy for clients and advisors to get on the same page.”
See how CircleBlack supports client service at San Blas Securities.
Customer Stories
Real stories about why relationship-focused RIAs choose CircleBlack to save time, delight customers, and grow their business.
Rovin Capital Improves Client Relationships with CircleBlack
“The platform provides everything we need and is very user-friendly. The process for integrating our existing technology stack was seamless.”
See how CircleBlack serves as a mission critical app for ops at Rovin Capital.
Diversified Capital Group Offers Seamless Client Portal
“CircleBlack has become the nucleus for our fintech allowing us to aggregate everything into one dashboard.”
See how CircleBlack’s client portal provide seamless portfolio management.
CircleBlack Drives Collaboration at Princeton Financial
The app “gives me a more complete picture of my clients’ financial wellbeing and makes me a better advisor as a result.”
Learn how CircleBlack drives collaboration at Princeton Financial Partners.
CircleBlack Reporting Serves as Client Meeting “Centerpiece”
The “reports are very simple and easy to understand. We use them in every client meeting—even the last-minute ones.”
Learn how CircleBlack’s reporting serves as the client meeting “centerpiece” at Eagle Financial Group.
Wealthcare Financial Group Protects Clients with CircleBlack
“I could run my entire business—including compliance—through my phone,” says Martin. See how CircleBlack has streamlines ops for this D.C. Firm
Learn how Wealthcare Financial Group Protects clients with CircleBlack.
See CircleBlack in action
Our all-in-one wealth management platform streamlines operations, reporting, and client engagement for your RIA firm.