Discover the Future of Wealth Management
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
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®
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
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
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
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
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
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
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®
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
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
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
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
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
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
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
1400Advisors |
700KClients |
1.3MAccounts |
200Firms |
$97BAUM |
Andy Shroeder, CFA
Sr. Advisor, Safeguard Wealth Management
Dani Mutz
Founder & CCO, Cross State Financial Group
CircleBlack Basic
Starting at
$500/mo
(for up to 100 account connections. $2.50 per month
for each additional)
Functional capabilities:
- Advisor dashboard
- Client portal & mobile app
- Performance reporting
- Billing
- Document vault
- Functional integrations with CRM, planning, & risk tools
- Direct connections to custodial & held away accounts
CircleBlack Elite
Starting at
$850/mo
(for up to 100 account connections. $4.00 per month
for each additional)
- Model-based rebalancing
- Single security trading
- Sleeves and “model of models”
- Tax loss harvesting & asset location
- Asset exclusions & equivalencies
- Cash management & monitoring
- Order management incl. block trades & FIX delivery
- Manage equities, ETFs, MFs, options, bonds, & SMAs