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CircleBlack

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Overview

CircleBlack 2026: Benefits, Features & Pricing

On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

CircleBlack
CircleBlack

No reviews yet

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

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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

CircleBlack Integrations

Nitrogen
Nitrogen
RightCapital
RightCapital
Redtail CRM
Redtail CRM
Wealthbox
Wealthbox

CircleBlack User Reviews

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CircleBlack

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Ratings Breakdown

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Pricing

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