CircleBlack

In today's world, Registered Investment Advisors and Broker-Dealers are expected to have a toolbox full of technology. Sometimes, though, what is supposed to make life easier, instead turns out to be expensive and unnecessarily complicated. CircleBlack was designed to make life easier, bring everything into one place, consolidate your tech stack, save money and build your AUM. CircleBlack is a wea

lth management platform that comes with a client-facing app, and also includes valuable tools such as:

- Aggregation
- Performance reporting
- A model marketplace
- Re-balancing and trading
- Billing
- A content targeting engine
- Document vault
- And much more