Our Solutions


Unifying best of breed technologies.
Delivering superior advisor & client experiences.

Work more productively.
Manage clients and portfolios more effectively.

Engage with clients in a way that builds
trust and helps grow your business.

Intuitive Advisor Experience

CircleBlack helps you develop a deep understanding of your clients to provide more personalized and valuable advice.

  • View and analyze multiple accounts
  • Multi-custodian integration
  • Easy-to-navigate dashboards
  • Quick access to client-specific data
  • Configurable dashboards
  • Drill down into accounts, households, and client specifics

CircleBlack enables you to quickly see and assess Allocations, Balances, Performance, Exposures, and more, over multiple time periods, on all sectors and assets, including held-away accounts. Track portfolio risk and progress towards financial goals with tightly integrated interfaces with the most popular technologies.

Proactive Wealth Alerts and Tasks

Monitor process and drive positive outcomes of your client’s financial wellness.

Reduce the time needed to analyze and monitor each client’s account. CircleBlack’s Wealth Alerts and Tasks provide proactive suggestions to determine and communicate the next best step to ensure clients are reaching their financial goals. CircleBlack’s AI-augmented insights help to drive more meaningful client engagement.

Superior Client Experience

Stay at the forefront of your client’s financial life.

Provide transparency and access to portfolio information with CircleBlack’s digital investor portal and investor app. Distribute and receive important documents via a secure document vault, facilitating communication between client and advisor.

Engage clients with targeted content and proactive wealth alerts, based on their portfolios. Keep clients up to date on relevant information anytime and anyplace, on any device to strengthen the client/advisor relationship.

Client-Ready Reporting

Deliver transparency and build trust with accurate and detailed reporting.

Use an array of Performance, Holdings, Balance, and Exposure Reports to facilitate communication with your clients. Reports can be run for one, multiple, or all Accounts and Households.

Quickly generate PDF reports to share with your clients. The Investor Platform and app provide easy access and delivery of reports inside our secure system.

Customize the data to deliver the information most relevant to your clients in a format that is easy to understand and digest. Analyze, visualize, and report on your clients’ data in multiple views using Reporting Groups.

Robust Model Marketplace

Simplify and facilitate the investment management process.

Use the Model Marketplace and modeling functionality to develop strategies tailored to your clients’ needs. Utilize your own models, models from a variety of well-known asset managers (such as BlackRock, Goldman Sachs, and Wisdom Tree) or a mix of both.

Review and filter model strategies by categories such as Aggressive, Moderate, and Conservative Allocations as well more nuanced categories like ESG, Tax-Aware, and Smart Beta to easily select the right strategy for your clients.

Models can be assigned to accounts and are monitored to track the account drift. Wealth Alerts are triggered when an account goes over its drift tolerance allowing advisors to act quickly and adjust portfolios, ensuring clients stay on track. 

Conceptual photo of a man selecting which CRM, Financial Planning, Risk Analytics products to integrate with CircleBlack


Build the tech stack that makes the most sense for your business – the choice is yours.


  • CircleBlack acts as a single sign-on central hub by integrating with the other platforms your firm uses.
  • Easily access your CRM, trading, risk, and planning tools — all in one place, through open API communication within the CircleBlack platform.
  • Enhance your efficiency with broad and deep two-way integrations with CRM, Planning, Risk, Compliance platforms, and more.

Efficient Onboarding & White-Glove Support

Realize ROI fast with a quick implementation.

With CircleBlack you can be up and running in weeks vs. months or years. Starting with implementation and all through your relationship with CircleBlack our Client Services team is at your side, ensuring you firm takes advantage of all CircleBlack has to offer.