+
+

Related Products

  • FundCount
    13 Ratings
    Visit Website
  • AlternativeSoft
    19 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • Sharesight
    422 Ratings
    Visit Website
  • Premier Construction Software
    348 Ratings
    Visit Website
  • Comet Backup
    173 Ratings
    Visit Website
  • Ticketsauce
    23 Ratings
    Visit Website
  • DirectMail2.0
    6 Ratings
    Visit Website
  • Sportsman Web
    49 Ratings
    Visit Website
  • MSCTIME
    21 Ratings
    Visit Website

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Client-centric advisors requiring a solution to improve their client-facing activities, manage assets, and track portfolios

Audience

Advisers and investment professionals searching for a solution to better manage the relationship with their clients and their data

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$500 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CircleBlack
Founded: 2013
United States
www.circleblack.com

Company Information

DigiPrima
Founded: 2012
United States
www.digiprima.com/wealth-management-software-solution

Alternatives

M2Advisor

M2Advisor

M2Wealth

Alternatives

PriceMetrix

PriceMetrix

McKinsey & Company
SIMON

SIMON

SIMON Markets
Agilis Investment Management

Agilis Investment Management

Agile Financial Technologies
FactSet

FactSet

FactSet Research Systems

Categories

Categories

Integrations

Dropbox
Envestnet Portal
Google Drive
Microsoft 365
Microsoft Azure
Microsoft Excel
Microsoft Outlook
MoneyGuidePro
Practifi
Redtail CRM
RightCapital
Riskalyze
Salesforce
TD Ameritrade
Wealthbox

Integrations

Dropbox
Envestnet Portal
Google Drive
Microsoft 365
Microsoft Azure
Microsoft Excel
Microsoft Outlook
MoneyGuidePro
Practifi
Redtail CRM
RightCapital
Riskalyze
Salesforce
TD Ameritrade
Wealthbox
Claim CircleBlack and update features and information
Claim CircleBlack and update features and information
Claim DigiPrima and update features and information
Claim DigiPrima and update features and information