Web, iOS, Android +more
374 Congress St, Suite 601, Boston, MA 02210, USA
Email · Phone
All Countries
About CircleBlack
CircleBlack is a modern wealth management platform designed to unify fragmented advisor tools into a single, AI-powered ecosystem.
CircleBlack Details
Vendor
CircleBlack
Year Launched
2013
Location
374 Congress St, Suite 601, Boston, MA 02210, USA
Deployment
cloud, windows, mac, ios, android, web browser
Training Options
live online, demo, account manager
Countries Served
All Countries
Languages
English
Users
Financial Advisors, Wealth Managers, Portfolio Managers, Investment Analysts
Industries Served
Finance, Wealth Management, Advisory Firms, Investment Management
Tags
Investment Management, Finance, Wealth Management, Portfolio Tracking, Financial Planning, Investor Tools.
CircleBlack's In-App Market Place
Does CircleBlack have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Free trial
Free version
Request a quote
Promo Offer
Accepted Payment Currencies
USD ($)
Pros & Cons
- Strong integration ecosystem connects with thousands of financial institutions
- Provides a clean and intuitive interface suitable for both startups and enterprises
- Enhances advisor productivity by automating billing and operational workflows
- Aggregates data from multiple custodians for a complete portfolio overview
- Unifies portfolio, CRM, and planning tools into one seamless and efficient platform
- Limited public documentation resources for self-service onboarding
- Not ideal for firms outside wealth and portfolio management domain
- May depend heavily on integrations for full functionality in some cases
- Customization options might require support for full optimization
- Advanced features may have a learning curve for less technical users
CircleBlack's Support Options
Email Address
help@circleblack.comContact
+1 (800) 315-1241CircleBlack's Alternatives
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