Related Products
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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
|
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Audience
Client-centric advisors requiring a solution to improve their client-facing activities, manage assets, and track portfolios
|
Audience
Investment professionals
|
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Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
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API
Offers API
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API
Offers API
|
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$500 per month
Free Version
Free Trial
|
Pricing
No information available.
Free Version
Free Trial
|
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Reviews/
|
Reviews/
|
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Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
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Company InformationCircleBlack
Founded: 2013
United States
www.circleblack.com
|
Company InformationFactSet Research Systems
United States
www.factset.com
|
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Alternatives |
Alternatives |
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Categories |
Categories |
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Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
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Integrations
DataParser
Dropbox
Envestnet Portal
Google Drive
Intapp DealCloud
Microsoft Excel
Microsoft Outlook
Microsoft Power Query
MoneyGuidePro
Practifi
|
Integrations
DataParser
Dropbox
Envestnet Portal
Google Drive
Intapp DealCloud
Microsoft Excel
Microsoft Outlook
Microsoft Power Query
MoneyGuidePro
Practifi
|
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