Circleblack

CircleBlack is a cloud-based wealth management software designed for client-focused financial advisors, providing a comprehensive platform that aggregates data and centralizes workflows. With modern user interfaces and a suite of core capabilities, including performance reporting, trading, rebalancing, and billing, CircleBlack enhances the advisor-client experience through seamless technological integration.

Serving a diverse range of firms, from breakaway registered investment advisors (RIAs) to established enterprises, CircleBlack offers tailored solutions to streamline operations and elevate client interactions. The platform supports over 200 firms and 1.3 million accounts, delivering a robust tool for advisors seeking to simplify daily tasks and improve client service.

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