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.