Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • FundCount Reviews & Ratings
    13 Ratings
    Company Website
  • AlternativeSoft Reviews & Ratings
    19 Ratings
    Company Website
  • NaviPlan Reviews & Ratings
    Company Website
  • ZenTreasury Reviews & Ratings
    9 Ratings
    Company Website
  • Sharesight Reviews & Ratings
    470 Ratings
    Company Website
  • Premier Construction Software Reviews & Ratings
    375 Ratings
    Company Website
  • Nexo Reviews & Ratings
    15,878 Ratings
    Company Website
  • Ticketsauce Reviews & Ratings
    32 Ratings
    Company Website
  • Moxo Reviews & Ratings
    193 Ratings
    Company Website
  • Collect! Reviews & Ratings
    76 Ratings
    Company Website

What is CircleBlack?

Designed specifically for financial advisors who value client connections, this extensive platform boasts a contemporary and intuitive interface that provides instant access to comprehensive client information. It creates a visually engaging and effortless client experience through its white label mobile application and online portal. The platform includes a variety of features, such as performance analysis, trading and rebalancing tools, billing capabilities, and a secure document storage system. Moreover, it seamlessly integrates with 25 leading wealth-tech providers in crucial areas like CRM, planning, and risk assessment, as well as offering direct connections to 14 custodians and many financial institutions. Whether you're a small firm outgrowing basic custodian tools or a larger enterprise in search of a superior all-in-one solution, CircleBlack is tailored to boost efficiency, impress clients, and draw in new business. This all-in-one platform is particularly advantageous for advisors transitioning from wirehouse and independent broker-dealer channels who seek a modern technological solution for their new Registered Investment Advisor (RIA) setup. Additionally, our outstanding support services facilitate a smooth transition process, minimizing client attrition and enhancing overall professionalism, so advisors can concentrate on what matters most—nurturing enduring client relationships. Ultimately, CircleBlack empowers advisors to elevate their practices and redefine their client engagement strategies.

What is Aladdin Wealth?

Aladdin Wealthâ„¢ is leading the charge in the wealth management sector, pioneering innovations that shape its future. By leveraging cutting-edge portfolio and risk analysis technology initially crafted by BlackRock and used by top-tier institutions globally, we are transforming the wealth management landscape and changing how advisors engage with individual investors. Our extensive and insightful data enables you to stay ahead of competitors, allowing for the identification of trends and precise operational management. We aim to simplify the complex requirements of clients through a well-rounded strategy that provides relevant and timely insights in every interaction. Portfolios can be customized to align with the unique needs of each client while ensuring personalization is feasible on a large scale. Our robust tools not only enhance business capabilities but also effectively engage clients, guiding them toward achieving their financial aspirations. Recognizing the dynamics within your firm with both speed and depth is crucial for achieving success. With Aladdin Wealthâ„¢ analytics, you gain access to insights that encompass every facet of your operations, locations, and functions, all integrated into a single platform. This comprehensive strategy not only optimizes your processes but also deepens your relationships with clients, making it easier to build trust and understanding over time. As we continue to innovate, our commitment remains focused on empowering wealth management professionals to navigate an ever-evolving landscape.

Media

Media

Integrations Supported

Dropbox
Envestnet Portal
Google Drive
Microsoft Excel
Microsoft Outlook
MoneyGuidePro
Nitrogen
Practifi
Redtail CRM
RightCapital
Riskalyze
Salesforce
Swarm
TD Ameritrade
Wealthbox

Integrations Supported

Dropbox
Envestnet Portal
Google Drive
Microsoft Excel
Microsoft Outlook
MoneyGuidePro
Nitrogen
Practifi
Redtail CRM
RightCapital
Riskalyze
Salesforce
Swarm
TD Ameritrade
Wealthbox

API Availability

Has API

API Availability

Has API

Pricing Information

$500 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

CircleBlack

Date Founded

2013

Company Location

United States

Company Website

www.circleblack.com

Company Facts

Organization Name

BlackRock

Company Location

United States

Company Website

www.blackrock.com/aladdin/products/aladdin-wealth

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Categories and Features

Popular Alternatives

M2Advisor Reviews & Ratings

M2Advisor

M2Wealth

Popular Alternatives

PriceMetrix Reviews & Ratings

PriceMetrix

McKinsey & Company
BITA Risk Reviews & Ratings

BITA Risk

corfinancial
SIMON Reviews & Ratings

SIMON

SIMON Markets
Thomson ONE Wealth Reviews & Ratings

Thomson ONE Wealth

LSEG Data & Analytics