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CircleBlack
All-in-one wealth management platform
Table of Contents
CircleBlack - 2026 Pricing, Features, Reviews & Alternatives
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CircleBlack overview
What is CircleBlack?
Elevate client-facing activities with CircleBlack's all-in-one wealth management platform. Quickly see and assess allocations, balances, performance, exposures, and more over multiple time periods.
Starting price
Alternatives
with better value for money
CircleBlack’s user interface
CircleBlack reviews
Overall rating
No reviews
- Value for money
- Ease of use
- Features
- Customer support
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CircleBlack's features
CircleBlack alternatives
CircleBlack
Starting from
No pricing info
Yardi Investment Manager
Starting from
No pricing info
Sharesight
Starting from
0
Backstop
Starting from
3000
Per year
CircleBlack integrations (4)
Top integrations
CircleBlack support options
Typical customers
Platforms supported
Support options
CircleBlack FAQs
CircleBlack has the following typical customers:
Large Enterprises, Mid Size Business, Small Business
These products have better value for money
Q. What languages does CircleBlack support?
CircleBlack supports the following languages:
English
Q. Does CircleBlack support mobile devices?
CircleBlack supports the following devices:
Android, iPad, iPhone
Q. Does CircleBlack offer an API?
No, CircleBlack does not have an API available.
Q. What other apps does CircleBlack integrate with?
CircleBlack integrates with the following applications:
Wealthbox, Nitrogen, Redtail CRM, RightCapital
Q. What level of support does CircleBlack offer?
CircleBlack offers the following support options:
Email/Help Desk, Phone Support