{"best_for":["Breakaway Advisors","Established RIAs","Enterprise Wealth Management Firms","Financial Advisors"],"citation":{"dataset":"aitoolsforbusiness-agent-tool-export","directory_tool_url":"https://aitoolsforbusiness.ai/circleblack","json_profile_url":"https://aitoolsforbusiness.ai/data/tools/circleblack.json","markdown_profile_url":"https://aitoolsforbusiness.ai/data/markdown/tools-md-011.json","schema_version":"1.4.0","suggested_citation_label":"AI Tools for Business: circleblack (https://aitoolsforbusiness.ai/circleblack)"},"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."],"freshness_status":"fresh","name":"circleblack","pricing_note":"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.","pricing_url":"https://circleblack.com/pricing","primary_category":"Finance & Accounting","profile_last_verified":"2026-06-03T17:24:04.876Z","secondary_categories":[],"short_description":"CircleBlack is a wealth management platform that aggregates financial data and centralizes advisor workflows into a single interface.","slug":"circleblack","sponsorship_status":"none","url":"https://aitoolsforbusiness.ai/circleblack","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."],"website_url":"https://circleblack.com/"}