CircleBlack - INSART

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CircleBlack

Billing, Portfolio Reporting, Rebalancing, Retirement Planning

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Products / Services
Integrations
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About

CircleBlack is a wealth management platform that gives a complete financial overview of your client’s portfolio in one simple-to-access location. Using multiple aggregators Circleblack combines feeds from custodians, direct holdings and clients held-away accounts (through a client facing app and portal). CircleBlack provides the advisor the ability to generate daily performance reports, basic billing, access to clients’ 401k investment choices (not just their holdings), rebalancing (pushing out to trading), a model marketplace and much more! CircleBlack integrates with any other platform you might need such as CRM, Financial Planning and Risk Analytics. CircleBlack is committed to providing innovative technology solutions that make a difference to your practice.

Contacts

https://www.circleblack.com/

info@circleblack.com

https://www.facebook.com/pages/CircleBlack/1472518496298963

https://www.linkedin.com/company/circleblack-inc-/

https://twitter.com/CircleBlackInc

Products / Services

Performance Reports
Billing
401k Investment
Rebalancing
Model Marketplace

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 4

Partnership: 0

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AXOS Clearing

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BNY Mellon

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Partnership: 0

Community National Bank Retirement Plans

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Integrations: 31

Partnership: 0

Charles Schwab

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Partnership: 0

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Partnership: 0

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Folio Institutional

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Folio Institutional is a leading brokerage, custody and financial technology company all in one. Investment advisors, financial institutions and retirement...

Integrations: 7

Partnership: 0

Interactive Brokers

Custodian

Interactive Brokers (IB) is a U.S.-based brokerage firm. It operates the largest electronic trading platform in the U.S. by number...

Integrations: 7

Partnership: 0

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Rebalancing, Tax Planning, Trading

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Partnership: 0

Morningstar

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Account Aggregation

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Integrations: 21

Partnership: 0

Pershing

Analytics, Annuities, College Planning, Custodial Platforms, Custodian, Financial Planning, Health Insurance, Investment Research, Lending, Portfolio Accounting, Portfolio Management, Portfolio Reporting, Retirement Planning, Trading

BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40...

Integrations: 5

Partnership: 0

Raymond James

Broker-Dealer Platforms, College Planning, Custodial Platforms, Custodian, Financial Planning, Portfolio Management, Retirement Planning

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing...

Integrations: 5

Partnership: 0

RBC

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Integrations: 79

Partnership: 0

Redtail Technology

CRM

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Integrations: 1

Partnership: 0

Refinitiv

Analytics, Investment Research

Refinitiv is one of the world’s largest providers of financial markets data and infrastructure, serving over 40,000 institutions in approximately...

Integrations: 13

Partnership: 0

Salesforce Financial Services Cloud

CRM

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Integrations: 10

Partnership: 0

SEI Wealth Platform

Custodial Platforms

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Integrations: 31

Partnership: 0

TD Ameritrade

College Planning, Custodian, Financial Planning, Investment Research, Portfolio Management, Retirement Planning, Trading

TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries. For more than 40 years, TD Ameritrade...

Integrations: 7

Partnership: 0

TradePMR

Custodian

For more than two decades, TradePMR has worked with growth-minded independent Registered Investment Advisors (RIAs) helping to provide the innovative...

Integrations: 20

Partnership: 0

VEO One | TD Ameritrade

Custodial Platforms

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Integrations: 42

Partnership: 0

Wealthbox

CRM

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Partnership: 0

Wealthscape | Fidelity

Custodial Platforms, Portfolio Management, Rebalancing

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Integrations: 6

Partnership: 0

Yodlee | Envestnet

Account Aggregation, Analytics

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Integrations: 33

Partnership: 0

RightCapital

Account Aggregation, College Planning, Financial Planning, Investment Research, Retirement Planning, Tax Planning

RightCapital provides a revolutionary financial planning tool that digitizes and redefines the financial planning experience. Using cutting edge technology, RightCapital...

Integrations: 53

Partnership: 0

MoneyGuide | Envestnet

Financial Planning, Investment Research, Portfolio Management, Portfolio Reporting, Retirement Planning, Risk Profiling, TAMP, Tax Planning

MoneyGuidePro Financial Planning Software has been selected seven years in a row by the Financial Planning Magazine Technology Survey as...

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Partnership: 0

Tolerisk

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Integrations: 25

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Totum Risk

Portfolio Reporting, Risk Profiling, TAMP

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Riskalyze

Analytics, Portfolio Management, Proposal Generation, Rebalancing, Risk Profiling, TAMP, Trading

Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform and empowers advisors...

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