CircleBlack Reviews and Pricing 2024

Audience

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

About CircleBlack

The all-in-one platform for the relationship-focused financial advisor. Modern and intuitive UI that puts all your client information at your fingertips. Beautiful, easy-to-use client experience available as white label mobile app & portal. Includes performance reporting, trading & rebalancing, billing, and document vault. Connect with 25 of the leading wealth-tech vendors in CRM, planning, and risk. Direct connections to 14 custodians and thousands of financial institutions. Whether you’re a smaller firm that’s outgrown custodian tools, or a larger firm that’s dissatisfied with your current all-in-one vendor, CircleBlack can help you save time, delight clients, and win more business. CircleBlack is the one-stop destination for advisors leaving the wirehouse and IBD channels that are looking for a modern technology solution for their new RIA. We offer white glove support that simplifies the transition, minimizes client leakage, and projects professionalism.

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Pricing

Starting Price:

$500 per month

Free Version:

Free Version available.

Integrations

See Integrations

Ratings/Reviews

Overall 0.0 / 5

ease 0.0 / 5

features 0.0 / 5

design 0.0 / 5

support 0.0 / 5

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Videos and Screen Captures

Product Details

Platforms Supported

SaaS

Mac

iPhone

iPad

Android

Training

Documentation

Live Online

In Person

Videos

Support

Phone Support

24/7 Live Support

Online

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