Built to Streamline Advisory
CircleBlack’s philosophy is simple: help advisors focus more on what matters most — your clients and growth.
In your free consultation, you’ll see how CircleBlack helps:
• Save hours each week by eliminating manual, repetitive tasks
• Connect the tools you already use in one place
• Grow more efficiently with workflows tailored to your firm’s processes
• Improve client retention with a clean, intuitive experience clients love
• Make the switch easy with personalized onboarding and support
Exclusive Offer*: Get 3 free months of CircleBlack when you switch from Morningstar Office
CircleBlack is the customizable platform designed to help you transition off Morningstar. We offer an intuitive advisor experience, take care of integrating your essential tools in one place, and provide white-glove onboarding to ensure everything works effortlessly from day one.
Want to save hours every week, improve client retention, and grow your firm faster?
*Offer expires December 31, 2025, unless otherwise communicated. Contact sales@circleblack.com to discuss.
Built for advisors at all stages of growth
We provide a full suite of integrated, best-in-class tools designed for operational efficiency, business expansion, and enhanced client experience.
Advisor Dashboard
Custodian & Held-Away Data Aggregation
Performance Calculation
Client Billing
Document Management
Investor Experience
Connect with the tools you already use, all in one place.
CircleBlack handles the heavy lifting, integrating with 25+ leading WealthTech, AdvisorTech, and FinTech solutions. These include CRM systems, financial planning tools, billing, trading, compliance platforms, and access to over 17,000 financial institutions.
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our previous all-in-one vendor, we were overpaying for many capabilities that we never used and reports that looked outdated.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
© 2024 CircleBlack, Inc. All Rights Reserved.
sales@circleblack.com
1 (800) 315-1241
© 2025 CircleBlack, Inc.
All Rights Reserved.
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