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
Company Information
CircleBlack
Founded: 2013
United States
www.circleblack.com
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Product Details
Platforms Supported
Cloud
Mac
iPhone
iPad
Android
Training
Documentation
Live Online
In Person
Videos
Support
Phone Support
24/7 Live Support
Online
CircleBlack Frequently Asked Questions
Q: What kinds of users and organization types does CircleBlack work with?
CircleBlack works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does CircleBlack support in their product?
CircleBlack supports these languages: English.
Q: What kind of support options does CircleBlack offer?
CircleBlack offers support via phone support, 24/7 live support, and online.
Q: What other applications or services does CircleBlack integrate with?
CircleBlack integrates with: Google Drive, Dropbox, Envestnet Wealth Management Platform, Microsoft Excel, Microsoft Outlook, MoneyGuide, Nitrogen, Practifi, Redtail CRM, RightCapital, Riskalyze, Salesforce, TD Ameritrade, and Wealthbox.
Q: Does CircleBlack have a mobile app?
Yes, CircleBlack has a mobile app for Android, iPhone, and iPad.
Q: What type of training does CircleBlack provide?
CircleBlack provides training in the form of documentation, live online, in person, and videos.
Q: How much does CircleBlack cost?
Pricing for CircleBlack starts at $500 per month.
