CircleBlack
CircleBlack is a cloud-based wealth management platform designed to streamline workflows, aggregate data, and enhance client experiences for RIAs.
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CircleBlack is a cloud-based wealth management platform that offers a comprehensive suite of capabilities to financial advisors, including performance reporting, trading and rebalancing, billing, and document management. The platform is designed to simplify daily tasks, improve client communication and collaboration, and ultimately enhance the overall client experience. CircleBlack also boasts numerous integrations with leading wealth-tech vendors in CRM, planning, and risk, allowing advisors to connect their existing tools and build a customized ecosystem.
CircleBlack caters to a variety of advisory firms, including breakaway RIAs, established RIAs, and enterprises. The company prides itself on its modern and intuitive UI, user-friendly client experience, and robust data architecture with direct connections to major custodians and financial institutions. Their mission is to empower advisors to deliver prosperity to families and communities through an efficient and effective platform.
Mission
CircleBlack is a wealth management software company dedicated to empowering financial advisors to deliver prosperity to families and communities. Their mission is to simplify daily tasks, delight clients, and grow advisor practices by providing an interoperable all-in-one solution that seamlessly integrates best-of-breed wealthtech tools. They aim to improve the quality of advisor-client communications, help advisors differentiate themselves from competitors, and reduce the time spent on low-value administrative activities.
Culture
CircleBlack promotes a culture focused on empowering advisors and prioritizing client relationships. They strive to build an environment of collaboration, trust, and innovation, where advisors can leverage cutting-edge technology to simplify their workflows, elevate their client experience, and ultimately deliver prosperity to families and communities. The company values its close-knit team, invests in employee development, and fosters an open and communicative atmosphere where everyone feels empowered to contribute and grow.
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