CIRCLEBLACK
Company Overview
Social Media Profiles
About CircleBlack
Description
CircleBlack offers a comprehensive wealth management software platform designed specifically for relationship-focused financial advisors. By integrating cutting-edge technology with robust financial services, CircleBlack streamlines client management and investment tracking, empowering Registered Investment Advisors (RIAs) to enhance client relationships and optimize their practice.
Specialties
Comprehensive wealth management platform
Client management optimization
Investment tracking integration
Relationship-focused advisor tools
Streamlined financial services
Products & Services
Wealth Management Software
Client Relationship Management
Investment Tracking Tools
Reporting and Analytics
Practice Optimization Solutions
Contact Information
Email Addresses
Competitors & Similar Companies(7)
Envestnet
Illinois, • United States
Orion Advisor Technology
Nebraska, • United States
eMoney Advisor
Pennsylvania, • United States
BlackDiamond
California, • United States
CIM (Client Investment Management)
News & Media
Search Terms:
circleblack
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Frequently Asked Questions about CircleBlack
Where is CircleBlack located?
The headquarter of CircleBlack is located in Kingston, New Jersey, United States
What is the email address of CircleBlack?
The email addresses of CircleBlack are [email protected], [email protected]
What is the official website of CircleBlack?
The official website of CircleBlack is https://www.circleblack.com
What industry does CircleBlack belong to?
CircleBlack belongs to the Internet and Technology, Financial Services industry.
What are the specialties of CircleBlack?
CircleBlack specializes in Comprehensive wealth management platform, Client management optimization, Investment tracking integration, Relationship-focused advisor tools, Streamlined financial services.
What products and services is CircleBlack likely to offer?
CircleBlack offers Wealth Management Software, Client Relationship Management, Investment Tracking Tools, Reporting and Analytics, Practice Optimization Solutions.
Who are the competitors of CircleBlack?
Competitors of CircleBlack are Envestnet, Orion Advisor Technology, eMoney Advisor, Morningstar Office, Wealthbox, BlackDiamond, CIM (Client Investment Management).
What does CircleBlack do?
CircleBlack offers a comprehensive wealth management software platform designed specifically for relationship-focused financial advisors. By integrating cutting-edge technology with robust financial services, CircleBlack streamlines client management and investment tracking, empowering Registered Investment Advisors (RIAs) to enhance client relationships and optimize their practice.