CircleBlack
The all-in-one wealth management platform for the relationship-focused advisor
What is CircleBlack?
Our modern all-in-one wealth management platform provides client-centric advisors with the complete suite of capabilities needed to elevate their client-facing activities. CircleBlack has a modern and intuitive UI, beautiful and easy-to-use client experience, a complete set of core capabilities, and dozens of integrations all built on a robust data architecture with direct connections to over a dozen custodians and thousands of financial institutions.
Categories
Features
Client Management
Client Portal
Investments Tracking
Performance Metrics
Portfolio Management
FAQ
The official website of CircleBlack is http://circleblack.com/
CircleBlack belongs to the Investment Management category.
CircleBlack offers features such as Client Management, Client Portal, Investments Tracking, Performance Metrics, Portfolio Management.
No, CircleBlack does not offer a free trial.
Need help choosing this software?
Have questions about features, pricing, integrations, or implementation? Send an enquiry to the vendor and get the information you need.