CircleBlack

CircleBlack is described as an all-in-one wealth management platform designed to empower relationship-focused financial advisors. According to the vendor, it serves a range of clients, including established Registered Investment Advisors (RIAs), breakaway RIAs, and enterprises such as TAMPs, custodians, independent broker-dealers, and wirehouses. The platform is utilized by financial advisors, wealth managers, investment professionals, financial planners, and Registered Investment Advisors (RIAs) across various industries.

Key Features

Advisor dashboard: According to the vendor, CircleBlack provides a modern and intuitive UI that serves as a centralized hub for financial advisors. It claims to allow advisors to access and manage all client information from one place, offering a user-friendly interface for efficient navigation and quick access to key features.

Client portal & mobile app: The vendor states that CircleBlack offers a client portal and mobile app that aim to provide a beautiful and easy-to-use client experience. Clients are said to be able to access their accounts, track their wealth, and view personalized information. The platform also claims to provide a secure platform for clients to communicate with their financial advisors.

Core capabilities: CircleBlack is said to include performance reporting, trading & rebalancing, billing, and a document vault. The vendor claims that performance reporting enables advisors to generate simple and elegant reports for clients. The trading & rebalancing feature is said to allow advisors to manage multiple model sleeves and trade securities across accounts. The billing feature claims to simplify the invoicing process and enables advisors to collect fees in a transparent manner. The document vault is described as providing a secure storage space for important client documents.

Integrations: According to the vendor, CircleBlack seamlessly connects with 25 leading wealth-tech vendors in CRM, planning, and risk assessment. This is said to enable advisors to integrate with other tools and platforms they use, enhancing the functionality and capabilities of the CircleBlack platform.

Data connections: CircleBlack is described as offering direct connections to 14 custodians and thousands of financial institutions. According to the vendor, this allows advisors to access and retrieve data from multiple sources, providing a comprehensive view of client accounts and financial information.