Starting from just $500/month
Whether your evolving business is struggling to scale due to outdated and complicated platforms or you recognize your need to automate operations and enhance client engagement with your first WealthTech tool, our team is ready to show you how CircleBlack will take your business to the next level.
What you’ll learn:
• Time-Saving Opportunities
• Cost-Saving Potentials
• Untapped Avenues for Growth
• Client Success and Management Strategies
• Your Ideal Key Features and Integrations
The Wealth Management Platform for Client-Focused Advisors
Outgrowing tools like Black Diamond, Orion, and Advyzon or need an upgrade from basic software? Experience the innovation that’s providing a more efficient, more insightful, and more connected wealth management practice.
Optimize for growth with best-in-class integrations
Seamlessly connect with your choice of CRM, Financial Planning, and Risk Management platforms for a scalable and sustainable solution
Increase efficiency with single sign-on access to all the tools you need on one easy-to-use and customizable Advisor Dashboard
Streamline workflow with robust core capabilities
Enhance client engagement with your own advisor-branded Client Portal, Mobile App, and Performance Reports
Deliver an exceptional client experience
Built for advisors at all stages of growth
We provide a full suite of integrated tools designed for operational efficiency, business expansion, and enhanced client management.
Advisor Dashboard
Data Management
Performance Reporting
Client Billing
Document Vault
Client Portal + Mobile App
Connect with the tools you already use—all on one simple platform.
Easily integrate with and access data from major custodians, 25+ leading vendors in CRM, planning, and risk, and over 17,000 financial institutions directly in your Advisor Dashboard.
The best choice for leading advisors
"With our previous all-in-one vendor, we were overpaying for many capabilities that we never used and reports that looked outdated. The experience with CircleBlack is so much simpler and the reports look better—we’re really pleased we switched."
Dani Mutz
Founder & CCO
Cross State Financial Group
Managing billing in Excel had been a nightmare, but CircleBlack makes it easy. It only takes 20 percent of the time it used to. Now we do it consistently, which creates a better client experience.
Andy Shroeder, CFA
Senior Advisor
Safeguard Wealth Management
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help@circleblack.com
1 (800) 315-1241
© 2024 CircleBlack, Inc.
All Rights Reserved.
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