CircleBlack

CircleBlack is a financial technology firm focused on enhancing the wealth management experience for financial advisors. The company offers a comprehensive platform that integrates data from various custodians, direct holdings, and clients' external accounts, ensuring advisors have a complete view of their client's portfolios. This solution simplifies the generation of performance reports and billing processes, while also providing valuable tools for rebalancing investments and accessing clients' 401k choices. By prioritizing user-friendly design and ease of implementation, CircleBlack aims to meet the evolving needs of advisors in the financial services industry.