CircleBlack B2B Case Studies & Customer Successes

CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform. CircleBlack’s platform includes performance reporting, rebalancing, and billing functionality, as well as real-time two-way connectivity to custodian and held away accounts along with a range of 3rd party CRM, planning, and risk tools. Over 100 advisory firms and 1,000 advisors leverage CircleBlack technology to deliver prosperity to families and communities.

Case Studies

Showing 9 CircleBlack Customer Success Stories

Cross State Financial standardizes operations and saves advisors time with CircleBlack

Cross State Financial

Dani Mutz

Co-Founder

Diversified Capital Group streamlines client onboarding and saves time with CircleBlack

Diversified Capital Group

Paul Laughton

Founder and Principal

Eagle Financial Group - Customer Case Study

Eagle Financial Group

Kevin Andrews

Financial Advisor

Glen Eagle Advisory streamlines daily operations with CircleBlack

Glen Eagle Advisory

Rob Michel

Chief Investment Officer

Princeton Financial Partners achieves greater efficiency and collaboration with CircleBlack

Princeton Financial Partners

Pat Hehir

Princeton Financial Partners

Rovin Capital Improves Client Relationships with CircleBlack

Rovin Capital

Eric Pierce

COO, Partner, and Wealth Advisor

How San Blas Securities Delivers Caring and Approachable Service

San Blas Securities

Ben Treece

Registered Investment Professional

Silverman & Associates - Customer Case Study

Silverman & Associates

Mark Silverman

Founder

Wealthcare Financial Group saves time and money with CircleBlack

Wealthcare Financial Group

Martin A. Smith

Financial Advisor

No matching case studies

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