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Whether your evolving business is struggling to scale due to outdated and complicated platforms or you recognize your need to automate operations and enhance client engagement with your first WealthTech tool, our team is ready to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
Exclusive Offer*: Delayed Invoicing with 3 Free Months for Morningstar Office Switchers
For Morningstar Office users looking for the wealth management technology solution that enables their firm to take the next step, CircleBlack is the clear choice. Our Portfolio Reporting capabilities offer a modern alternative to traditional tools like Morningstar Office – purpose-built for clarity, professionalism, and impactful client conversations.
*Offer expires December 31, 2025, unless otherwise communicated. Contact sales@circleblack.com to discuss.
Optimize for Growth with Best-in-Class Integrations
Connect with third-party CRMs, Financial Planning & Risk tools, and more with full bidirectional data sync across your entire tech stack
Generate reports that reflect your firm’s own logo and color scheme, using preset or custom-built report templates
Portfolio Reporting that Enhances Your Firm
Enhance client engagement with a desktop & mobile Investor Experience that reinforces your firm’s brand with every interaction
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
Custodian & Held-Away Data Aggregation
Performance Calculation
Client Billing
Document Management
Investor Experience
Connect with the tools you already use—all on one simple platform.
Easily integrate with 25+ best-in-class WealthTech, AdvisorTech, and FinTech solutions, including across CRM systems, financial planning, risk assessment, trading & rebalancing, billing, compliance, and over 17,000 financial institutions within a single platform.
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our previous all-in-one vendor, we were overpaying for many capabilities that we never used and reports that looked outdated.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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sales@circleblack.com
1 (800) 315-1241
© 2025 CircleBlack, Inc.
All Rights Reserved.
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