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CircleBlack
All-in-one wealth management platform
Last updated: March 2026
CircleBlack Alternatives & Competitors (2026)
Top 4 free alternatives
FundCount
Integrated accounting and investment management solution
Value for money
Starting price
No pricing info
Functionality
Bank Reconciliation
5/5
Accounting
4.5/5
API
4/5
Top Features
Activity Dashboard
N/A
Client Management
N/A
Client Portal
N/A
Yardi Investment Manager
Increase investor confidence and team efficiency
Value for money
No pricing info
Starting price
No pricing info
Functionality
Client Portal
4.2/5
Client Management
4/5
Activity Dashboard
3.5/5
Top Features
Bonds/Stocks
N/A
Customizable Reports
N/A
Data Import/Export
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Financial Analysis
4.3/5
Investments Tracking
4.2/5
Investment Research
4.1/5
Top Features
Activity Dashboard
N/A
Bonds/Stocks
N/A
Client Portal
N/A
Value for money
Starting price
No pricing info
Functionality
Audit Management
5/5
Alerts/Notifications
4.9/5
Activity Tracking
4.7/5
Top Features
Bonds/Stocks
N/A
Client Management
N/A
Client Portal
N/A
Value for money
Starting price
No pricing info
Functionality
Cash Flow Management
4.8/5
Alerts/Notifications
4.6/5
Bank Reconciliation
4.2/5
Top Features
Activity Dashboard
N/A
Bonds/Stocks
N/A
Client Management
N/A
Value for money
Starting price
No pricing info
Functionality
Data Import/Export
4.9/5
Activity Dashboard
4.8/5
Client Management
4.8/5
Top Features
Bonds/Stocks
N/A
Financial Management
N/A
For Investment Advisors
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Email Marketing
5/5
Benchmarking
4.7/5
Cash Flow Analysis
4.5/5
Top Features
Activity Dashboard
N/A
Bonds/Stocks
N/A
Client Management
N/A
Value for money
Starting price
No pricing info
Functionality
Accounting
4.5/5
Access Controls/Permissions
N/A
Accounting
N/A
Top Features
Bonds/Stocks
N/A
Client Management
N/A
Client Portal
N/A
Value for money
Starting price
No pricing info
Functionality
Alerts/Notifications
5/5
Compliance Management
4.4/5
Client Portal
4.1/5
Top Features
Bonds/Stocks
N/A
Client Management
N/A
Financial Management
N/A
Value for money
Starting price
No pricing info
Functionality
Accounting
4.8/5
Activity Tracking
4/5
Accounting
N/A
Top Features
Bonds/Stocks
N/A
Client Management
N/A
Client Portal
N/A
Value for money
Starting price
No pricing info
Functionality
Categorization/Grouping
3/5
Ad hoc Analysis
N/A
Ad hoc Reporting
N/A
Top Features
Client Management
N/A
Client Portal
N/A
Customizable Reports
N/A
Value for money
Starting price
No pricing info
Functionality
Activity Tracking
5/5
Alerts/Notifications
3.8/5
Access Controls/Permissions
N/A
Top Features
Bonds/Stocks
N/A
Client Management
N/A
Client Portal
N/A
Value for money
Starting price
No pricing info
Functionality
Client Management
5/5
Client Portal
5/5
Fund Management
5/5
Top Features
Bonds/Stocks
N/A
Customizable Reports
N/A
Data Import/Export
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Bonds/Stocks
5/5
Alerts/Notifications
N/A
API
N/A
Top Features
Activity Dashboard
N/A
Client Management
N/A
Customizable Reports
N/A
Value for money
Starting price
No pricing info
Functionality
Activity Dashboard
4.8/5
Client Portal
4.7/5
Fee Management
4.3/5
Top Features
Bonds/Stocks
N/A
Customizable Reports
N/A
Financial Management
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Client Management
4.5/5
Client Portal
4/5
Alerts/Notifications
N/A
Top Features
Data Import/Export
N/A
Financial Management
N/A
For Investment Advisors
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Activity Dashboard
4.5/5
Investments Tracking
4.3/5
Data Import/Export
4/5
Top Features
Bonds/Stocks
N/A
Client Management
N/A
Client Portal
N/A
Value for money
Starting price
No pricing info
Functionality
Accounting
5/5
Accounting
N/A
Alerts/Notifications
N/A
Top Features
Activity Dashboard
N/A
Bonds/Stocks
N/A
Client Portal
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Alerts/Notifications
5/5
Alerts/Notifications
N/A
Cryptocurrency Exchange
N/A
Top Features
Bonds/Stocks
N/A
Client Management
N/A
Client Portal
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Fund Management
5/5
Investments Tracking
4/5
Performance Metrics
4/5
Top Features
Activity Dashboard
N/A
Bonds/Stocks
N/A
Client Management
N/A