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Advisor Growth Suite
CircleBlack’s all-in-one wealth management platform provides a complete suite of modern features for client-centric advisors to share custom advice, improve portfolio management, and expand financial services.
Explore CircleBlack's features
Advisor Dashboard
Multi-Custodial Data Engine
CRM Workflows
Portfolio Management
Partner Integrations
Reporting & Insights
Bidirectional Document Vault
Digital Investor Experience
Client Billing
Security & Compliance
Advisor Dashboard
Connect financial data from custodian and held-away accounts to planning software in one dynamic dashboard for easier planning. Save time with one-click access to client-specific pages and view “probability of success” scores within CircleBlack.
Data Engine
Cut the time you spend managing client data by half. CircleBlack gives you immediate access to reliable client data across custodians within a single dashboard. Inform your clients. Improve financial services. Scale operations.
CRM Workflows
COMING Q1 2025
CircleBlack’s CRM goes beyond contact lists to enhance workflows and boost productivity. Erase hours of admin work with one-click access to all prospective and current client data—within one platform made specifically for small and midsized advisory firms.
Portfolio Management
Need to open new accounts? Manage multiple model sleeves in a single account? Rebalance specific strategies across multiple accounts? Get access to all your client portfolios from a single platform and execute decisions in seconds with CircleBlack.
Integrations
Integrate your essential advisor tech: CRM, financial planning, risk assessment, proposal, compliance, billing, and more tools. Connect data feeds: custodians, data aggregators, and historical data.
With CircleBlack, you can pull over 17,000 data sources, 14+ custodian platforms, and 15+ partnership integrations into a single platform—with just a few clicks.
AI-Powered Performance Reporting & Insights
No more long nights reviewing account details and preparing reports. With CircleBlack’s performance reporting—powered by AI—you’ll create custom, comprehensive account summaries to guide client understanding in seconds and prep client meetings in minutes.
Document Vault
Provide a secure, organized, and user-friendly environment for advisors and clients to share helpful content. CircleBlack’s Document Vault keeps everyone on the same page, ready to make more informed financial decisions.
Digital Investor Experience
Deliver the Wall Street feel to Main Street clients. CircleBlack offers a fully customizable, white-labeled web portal and mobile app for financial advisors to enhance their client experience. No developer expertise required.
Client Billing
CircleBlack removes the complexity from billing and cuts processing time in half with automation. Get custom billing that fits your advisory and specific client needs without any “custom hassles.” Powered by BillFin.
Security & Compliance
Tired of sorting through messy, unmanageable piles of compliance documents? CircleBlack organizes and protects sensitive customer data while ensuring your advisors adhere to stringent financial regulations. And no more tedious follow-ups for client signatures.
CircleBlack is not just our in-house task-management system. Our client data is here, the reports that go out are here, and our client portal—how we communicate with our clients—is here. The platform is a critically important piece of our firm and a core piece of the value we provide our clients. Whether visible or invisible.
Tom Toth
Founder
Toth Capital Management
Frequently asked questions
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