CircleBlack

CircleBlack is a wealth management platform that gives a complete financial overview of users' portfolios in one location. Combining feeds from custodians, direct holdings, and clients' held-away accounts, CircleBlack provides the advisor the ability to generate performance reports, basic billing, access to investments, rebalancing, a model marketplace, and more. We deliver portfolio management and performance reporting, integrated with your choice of technology, to provide a 360-degree view of an advisor’s book of business.