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Our modern all-in-one wealth management platform provides client-centric advisors with the complete suite of capabilities needed to elevate their client facing activities.
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Available on desktop & mobile, CircleBlack has a modern and intuitive interface.
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With CircleBlack you save time, delight clients, and win business.
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With CircleBlack you save time, delight clients, and win business.
Product Description
About this Product
The easiest wealth management platform to set up and use
- Seamless data aggregation across custodians and held-away assets
- AI-powered performance reporting delivered via email or secure document vault
- Native CRM with holdings, meetings, and client info unified
About CircleBlack
CircleBlack is an interoperable wealth management platform that unifies advisor portfolio management, customer relationship management, and financial planning data and workflows into a single interface. With performance reporting, rebalancing, billing, and real-time connectivity to custodians, held-away accounts, and leading third-party tools, CircleBlack gives advisors the flexibility and choice to optimize their practice, streamline workflows, and deliver an exceptional client experience.
Product Details
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Integration Capabilities
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.