Customer Stories

Real stories about why relationship-focused RIAs choose CircleBlack to save time, delight customers, and grow their business.

CircleBlack Standardizes Operations at Cross State Financial

The platform “gives us a one-stop login to a holistic system that integrates with our customer relationship management (CRM) solution.”

See how Cross State Financial standardized ops with CircleBlack.

“Instead of me having to try to create screenshots, I can generate professional reports with our own branding,” says Silverman.

See how Silverman & Assoc improved client engagement 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 become the mission-critical for Glen Eagle Daily Ops.

Our all-in-one wealth management platform streamlines operations, reporting, and client engagement for your RIA firm.