Name: CircleBlack
Author: CircleBlack

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

Batch Management Software

Functional Testing

Development

Business Intelligence (BI)

Collaboration

Data Extraction

Dropshipping

Emissions Management

Intellectual Property (IP) Management

Privacy Policy Generators

Statistical Analysis

Workflow

Enterprise

Accounting

Accounts Payable

Crypto Tax

Online Trading

Subscription Management

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Compliance

HR Management

Payroll

Relocation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Agent Builder

AI Governance

Authorization

Cloud Storage

Custom Software Development Services

Data Center Virtualization

DevSecOps

Fraud Detection

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Managed Public Cloud Infrastructure

Network Performance Monitoring

Secure Email Gateway

Sensitive Data Discovery

Session Border Controllers

System Monitoring

Time Series Databases

Tower Servers

Web Portal

Information Technology

A/B Testing

AI Image Generation

Ad Serving & Retargeting

All-in-One Marketing

Audience Engagement

Content Management

Email Marketing

Market Intelligence

Marketing Automation

Social Media Advertising

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Lead-to-Account Matching and Routing

Sales Enablement

Sales

Cloud Infrastructure Entitlement Management

Secure Service Edge (SSE)

Security

Architecture

Banking

Digital Forensics

Financial Services CRM

Internet of Medical Things

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Priority Matrix

Appfluence

eMeetingsOnline

FastPIPE

FastEST, Inc.

ReportsNow

AspenOne Supply Chain Management

Aspen Technology

Crowdtap

Document Locator

ColumbiaSoft

Frosmo

Frosmo Ltd

Azurepath

Azurepath, LLC.

Aras PLM

Aras Corporation

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.

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Basic

Premium

Platinum

RightCapital

ECOS

CircleBlack

Investment Portfolio Management

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Investment Portfolio Management Software

CircleBlack

Overview

What is CircleBlack?