CircleBlack
Wealth Management
active
Jersey City, USA
Community Ratings
Active Users
Former Users
Overall Rating
4.2
(2 ratings)Active: 2Former: 0
Features
4.5
(2 ratings)Active: 2Former: 0
Reliability
4.1
(2 ratings)Active: 2Former: 0
Performance
4.3
(2 ratings)Active: 2Former: 0
Security
4.3
(2 ratings)Active: 2Former: 0
Value for Money
3.9
(2 ratings)Active: 2Former: 0
Customer Service
4.3
(2 ratings)Active: 2Former: 0
Ease of Use
4.0
(2 ratings)Active: 2Former: 0
Integrations
4.1
(2 ratings)Active: 2Former: 0
Total Active Reviews: 2Total Former Reviews: 0
About CircleBlack
CircleBlack is a wealth management platform that provides financial advisors with tools to manage client portfolios, track performance, and deliver insights.
Pricing
This vendor doesn't list public pricing information.
Contact for PricingCategories
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Industry Focus
Financial Services
Key Features
Portfolio management
Performance tracking
Client insights
Financial data aggregation
Customizable dashboards