CircleBlack is the right choice for Aggregators and TAMPs who want to provide the best software for their RIA partners. It has the features that advisors want most, while making it easier for them to work with their clients. CircleBlack sets you apart from other firms and gives advisors a powerful reason to work with you.
The technology for TAMPs and Aggregators, we don’t compete with you, we support you.
Freedom to Choose
We integrate with more technologies, so you can design your tech stack any way you want. Offer the same solution to all advisors, or let them choose their own.
Gain deeper insights and greater command over client portfolios.
CircleBlack improves communication and transparency between advisors and their clients.
CircleBlack solutions get up and running quickly, so you get value right away.
Our platform brings all the best-of-breed software into one secure, single sign-on access environment.
Flexible IT Options
CircleBlack is an agile company built on the newest technology, so you’ll always be up to date with the latest capabilities.
CircleBlack for Custodians, TAMPs, and RIA Aggregators
[ PLAY VIDEO ]
Deliver the technology Advisors are looking for. Partner with CircleBlack for a best-in-class Advisor experience.