AI TOOL PROFILE
CircleBlack: Wealth Management Platform
- Finance and Accounting
- Financial Planning
- 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.
At a glance
- Best for
- Breakaway Advisors, Established RIAs, Enterprise Wealth Management Firms, Financial Advisors
- Key use cases
- Consolidating Advisor Tools, Managing Breakaway Transitions, Automating Client Billing, Improving Client Data Visibility
- Integrations
- Salesforce, Redtail, Wealthbox, eMoney, MoneyGuide
- Official website
- Visit circleblack official website
How AI is used
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
Data Aggregation
Collects and reconciles data from multiple custodians and held-away accounts for a unified portfolio view.
Client Billing
Supports AUM fee calculations and professional invoicing through an integration with BillFin.
Trading and Rebalancing
Supports tax-optimized model rebalancing and real time trade order management via FIX to brokers.
Investor Experience
Provides a pre-built, branded web and mobile portal for clients to access their financial data.
Document Management
Supports secure document sharing and collaboration between advisors and clients.
Practice Management
Centralizes compliance oversight, user entitlements, and firm-wide performance metrics.
Use Cases
Consolidating Advisor Tools
Using a single window to access CRM, portfolio reporting, and financial planning.
Managing Breakaway Transitions
Supporting the migration of custodian data and client history for advisors starting their own RIA.
Automating Client Billing
Using automated AUM fee calculations and tiered fee structures to support invoicing workflows.
Improving Client Data Visibility
Allowing clients to link managed and unmanaged investment accounts through a mobile app.
Integrations
- Salesforce
- Redtail
- Wealthbox
- eMoney
- MoneyGuide
- RightCapital
- Wealthcare
- Nitrogen
- StratiFi
- TIFIN Wealth
- Blaze Portfolio
- RedBlack Software
- BillFin
- COMPLY (RIA in a Box)
FAQ
Who is CircleBlack designed for?
- It is designed for financial advisors at all growth stages, specifically breakaway advisors, established RIAs, and enterprise firms.
What is included in the base pricing?
- The base platform starts at $600 per month and includes support for up to 100 accounts and one CRM user.
Can CircleBlack integrate with other CRM tools?
- Yes, while it provides its own CRM, it offers integrations with tools such as Salesforce, Redtail, and Wealthbox.
How does the billing feature work?
- 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
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