CircleBlack: Wealth Management Platform
CircleBlack helps financial advisors and RIAs manage portfolios, CRM, and billing. It is designed for firms that want to consolidate various WealthTech tools into one command center.
At a glance
- Category
- Finance & Accounting
- Best for
- Breakaway Advisors, Established RIAs, Enterprise Wealth Management Firms, Financial Advisors
- Pricing
- The base platform starts at $600 per month, which includes up to 100 accounts and one CRM user. Additional account fees apply for larger firms ($33/month per account for 101-250 accounts, $30 for 251-500). Trading and rebalancing is priced at 0.5 basis points annually on AUM.
- Key use cases
- Consolidating Advisor Tools, Managing Breakaway Transitions, Automating Client Billing, Improving Client Data Visibility
- Integrations
- Salesforce, Redtail, Wealthbox, eMoney, MoneyGuide
- Official website
- circleblack.com
CircleBlack is a cloud-based wealth management platform designed to centralize the tools financial advisors use daily. It combines portfolio management, CRM, document management, and financial planning into one interface, which may help reduce the need to switch between separate applications.
The platform is designed for advisors at different growth stages, including breakaway advisors, established RIAs, and enterprise firms. It provides a branded web and mobile experience for clients to view their accounts and portfolios.
Beyond core management, the software supports automated AUM fee calculations and trading rebalancing. Buyers should confirm that the base pricing covers a specific number of accounts and CRM users, with additional costs applying as the firm scales.
Interested firms should confirm how the platform's integration adapters align with their existing technology stack and if the per-account pricing fits their current client volume.
Key Features
Collects and reconciles data from multiple custodians and held-away accounts for a unified portfolio view.
Supports AUM fee calculations and professional invoicing through an integration with BillFin.
Supports tax-optimized model rebalancing and real time trade order management via FIX to brokers.
Provides a pre-built, branded web and mobile portal for clients to access their financial data.
Supports secure document sharing and collaboration between advisors and clients.
Centralizes compliance oversight, user entitlements, and firm-wide performance metrics.
Use Cases
Using a single window to access CRM, portfolio reporting, and financial planning.
Supporting the migration of custodian data and client history for advisors starting their own RIA.
Using automated AUM fee calculations and tiered fee structures to support invoicing workflows.
Allowing clients to link managed and unmanaged investment accounts through a mobile app.
Best For
Integrations
Pricing
The base platform starts at $600 per month, which includes up to 100 accounts and one CRM user. Additional account fees apply for larger firms ($33/month per account for 101-250 accounts, $30 for 251-500). Trading and rebalancing is priced at 0.5 basis points annually on AUM.
FAQ
It is designed for financial advisors at all growth stages, specifically breakaway advisors, established RIAs, and enterprise firms.
The base platform starts at $600 per month and includes support for up to 100 accounts and one CRM user.
Yes, while it provides its own CRM, it offers integrations with tools such as Salesforce, Redtail, and Wealthbox.
It uses an embedded integration with BillFin to support AUM fee calculations, flat or tiered structures, and professional invoicing.
Source category: Finance & Accounting
Source subcategory: Financial Planning
