Integrations

CircleBlack works with powerful technology partners to expand your firm's capabilities. Integrate your data feeds. Connect your tools. Conduct more than 80% of your business in a single tab.
Experience the difference

Connect your advisor tech & data feeds

6 hrs

saved per week

150+

custodians

99.9%

data accuracy rate

Connect your advisor tech & data feeds

6 hrs

saved per week

150+

custodians

99.9%

data accuracy rate

Our integration partners

All categories
CRM
Planning
Risk/Compliance
Billing
Trading
Billing

BillFin
Trading

Blaze Portfolio
Compliance

COMPLY (RIA in a Box)
Planning

eMoney
Planning

MoneyGuide
Risk

Nitrogen
CRM

Redtail
Planning

RightCapital
Risk

StratiFi
Risk

TIFIN Wealth
Planning

Wealthcare
CRM

Wealthbox
CRM

Redtail
CRM

Wealthbox
Planning

eMoney
Planning

MoneyGuide
Planning

RightCapital
Planning

Wealthcare
Compliance

COMPLY (RIA in a Box)
Risk

Nitrogen
Risk

StratiFi
Risk

TIFIN Wealth
Billing

BillFin
Trading

Blaze Portfolio

ACCOUNT INTEGRATIONS

Integrate custodial and held-away accounts in a single platform

Your clients can connect both their managed and unmanaged investment accounts via your branded app before their first call. Create lasting first impressions with a clear view of your client’s financial situation and tailored portfolio advice—from Day 1.

Integration Logos
Experience the difference
Diversified Capital Group
Setting up the integrations within CircleBlack is easy as can-be. You click the button to start setting up the integration; you type in your passwords as if you were just pulling up the account on a new tab. And blammo! It’s connected. And it stays connected. And getting an integration to stay connected is huge for wealth management… The integrations alone have reduced the time we spend gathering information on accounts easily by half.
Tom Toth
Founder
Toth Capital Management

Frequently asked questions

Hidden Accordion

No Content

What CRMs do you integrate with?

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.

How do I manage integrations within the same screen?

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

I don’t see my provider on your list. Can you add additional integrations?

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.

Does CircleBlack offer an open API so I can build integrations directly?

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

How quickly can I get started with CircleBlack?

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.

Latest Case Studies

Experience the CircleBlack platform for yourself

Book a demo today