CircleBlack for Financial Institutions

CircleBlack can help your organization navigate today’s digital disruption with confidence. Multiple deployment options give your firm control over the digital experiences you deliver to your advisors and investors, and helps you get digital projects to market faster. We can provide a white-labeled complete solution, or a framework of web-based widgets, pre-built pages and APIs, so your digital team can choose what pieces to use and how to use them.


A proven solution that fits your business and IT strategies.

Control the User Experience

CircleBlack puts you in control of the experience you give your advisors and end clients. We provide the tools you need to create it.

Accelerate In-House Development

Speed time to market and lower development costs with our developer toolkit. Choose the widgets, APIs, and even pre-built pages you want for your platform.

Differentiate Your Firm

With our best-of-breed integrations and compelling ready-to-run widgets (like pie charts and graphs), your team can focus on creating a digital experience that sets you apart from your competition.

Help Your Advisors Succeed

Give your financial advisors a unified experience with a holistic view of clients, so they can be more effective. We help you create an advisor-centric platform combining our base functionality with your current and evolving advisor experience.

Enjoy Economy of Scale

Through relationships with our partners, CircleBlack is able to offer licensing discounts on many of the best technologies. We work closely with you to create a mutually beneficial pricing structure that allows our businesses to grow together.

Use CircleBlack to help realize your firm’s digital transformation more quickly. Whether it’s a complete advisor solution, or pieces of functionality, you choose what you want to use and how you want to use it, and we do all the rest.