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.