CircleBlack

CircleBlack is a financial technology firm that specializes in wealth management solutions aimed at enhancing the advisor experience. The company offers a comprehensive platform that integrates data from various custodians, direct holdings, and clients' external accounts, allowing advisors to have a complete view of their business. This platform enables users to generate daily performance reports, manage basic billing, access clients' 401(k) investment options, and perform rebalancing. By prioritizing ease of use and implementation, CircleBlack seeks to address gaps in the marketplace for financial advisors, streamlining portfolio management and performance reporting.