CircleBlack 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
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Overview

CircleBlack

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Pricing

Pricing available upon request

About CircleBlack

CircleBlack's all-in-one wealth management platform supports client-centric advisors with the complete suite of capabilities needed to elevate their client-facing activities. Manage investment portfolios, analyze multiple accounts, handle assets, and more with CircleBlack's desktop and mobile tools. Swiftly assess allocations, balances, performance, and exposures across numerous time periods, on all sectors and assets, including held-away accounts.

CircleBlack Screenshots

CircleBlack Pricing and Plans

Starting price: Pricing available upon request

Free Trial

Free Version

CircleBlack Features

Popular features found in Investment Management
Accounting
Benchmarking
Bonds/Stocks
Client Management
Compliance Tracking
Financial Management
Fund Management
Investment Research
Modeling & Simulation
Portfolio Rebalancing
Risk Management
More features of CircleBlack
Activity Dashboard
Client Portal
Customizable Reports
Data Import/Export
For Investment Advisors
For Investors & Traders
Investments Tracking
Performance Metrics
Portfolio Management