We offer our advisors the choice to integrate and use their preferred tools. Even though we offer our own purpose-built CRM for growth-minded, relationship-driven financial advisors, CircleBlack can integrate with Salesforce, Redtail, and Wealthbox.

CircleBlack’s Advisor Dashboard is intuitive and configurable. You can position and resize widgets based on the integrated tools you value most.

Yes! We’ll review your preferred integration and add it to our list if possible. If you are an existing customer, please contact customer service about your request. If you are a future customer, please contact the sales team about your request.

Not at this time. However, we’ll review the integration request and see if we can integrate it into CircleBlack. (See above.)

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.