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CircleBlack
All-in-one wealth management platform
Last updated: October 2026
CircleBlack Alternatives & Competitors (2026)
Top 6 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
Sharesight
Investment portfolio tracking & reporting
Value for money
No pricing info
Starting price
No pricing info
Functionality
Financial Management
3/5
Data Import/Export
2/5
Cryptocurrency Tracking
1/5
Top Features
Activity Dashboard
N/A
Customizable Reports
N/A
For Investment Advisors
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Financial Management
5/5
Financial Analysis
4.5/5
Investments Tracking
4.2/5
Top Features
Activity Dashboard
N/A
Bonds/Stocks
N/A
Client Portal
N/A
Value for money
Starting price
No pricing info
Functionality
Activity Dashboard
4.8/5
Client Management
4.8/5
Benchmarking
4.8/5
Top Features
Bonds/Stocks
N/A
Data Import/Export
N/A
Financial Management
N/A
Value for money
Starting price
No pricing info
Functionality
Access Controls/Permissions
5/5
Campaign Management
3/5
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
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
No pricing info
Starting price
No pricing info
Functionality
Access Controls/Permissions
N/A
Accounting
N/A
Activity/News Feed
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
Alerts/Notifications
4.5/5
Benchmarking
4/5
Bonds/Stocks
4/5
Top Features
Data Import/Export
N/A
Financial Management
N/A
For Investment Advisors
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 Dashboard
5/5
Data Visualization
5/5
Alerts/Notifications
3.7/5
Top Features
Client Management
N/A
Client Portal
N/A
Customizable Reports
N/A
Value for money
Starting price
No pricing info
Functionality
Activity Dashboard
4/5
Access Controls/Permissions
N/A
Activity Tracking
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
Activity Dashboard
4.8/5
Client Portal
4.7/5
Top Features
Bonds/Stocks
N/A
Customizable Reports
N/A
Financial Management
N/A
Value for money
Starting price
No pricing info
Functionality
Benchmarking
4.8/5
For Investment Advisors
4.7/5
AI Copilot
4/5
Top Features
Client Management
N/A
Client Portal
N/A
Customizable Reports
N/A
Value for money
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
No pricing info
Starting price
No pricing info
Functionality
Alerts/Notifications
3/5
Activity Tracking
N/A
Alerts/Notifications
N/A
Top Features
Activity Dashboard
N/A
Bonds/Stocks
N/A
Customizable Reports
N/A
Value for money
Starting price
No pricing info
Functionality
Activity Dashboard
5/5
Commodity Futures
5/5
Fee Management
4/5
Top Features
Bonds/Stocks
N/A
Customizable Reports
N/A
For Investment Advisors
N/A
Value for money
Starting price
No pricing info
Functionality
Accounting
5/5
Accounting
N/A
Activity Tracking
N/A
Top Features
Client Management
N/A
Client Portal
N/A
Customizable Reports
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Accounting
N/A
Alerts/Notifications
N/A
API
N/A
Top Features
Customizable Reports
N/A
Data Import/Export
N/A
Financial Management
N/A
Value for money
Starting price
No pricing info
Functionality
Access Controls/Permissions
N/A
Accounting
N/A
Accounting Integration
N/A
Top Features
Bonds/Stocks
N/A
Client Management
N/A
Client Portal
N/A