---
description: Review of CircleBlack Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: CircleBlack | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/4566/investment-management/software) > [CircleBlack](/software/361802/circleblack)

# CircleBlack

Canonical: https://www.softwareadvice.co.nz/software/361802/circleblack

> CircleBlack's all-in-one wealth management platform supports client-centric advisors with the complete suite of capabilities needed to elevate their client-facing activities. Manage investment portfolios, analyze multiple accounts, handle assets, and more with CircleBlack's desktop and mobile tools. Swiftly assess allocations, balances, performance, and exposures across numerous time periods, on all sectors and assets, including held-away accounts.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## About the vendor

- **Company**: CircleBlack
- **Founded**: 2013

## Commercial Context

- **Pricing Details**: Contact CircleBlack for pricing details.
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Activity Dashboard
- Bonds/Stocks
- Client Management
- Client Portal
- Customisable Reports
- Data Import/Export
- Financial Management
- For Investment Advisors
- For Investors & Traders
- Investments Tracking
- Performance Metrics
- Portfolio Management
- Risk Management

## Integrations (6 total)

- Fidelity
- Nitrogen
- Redtail CRM
- RightCapital
- Tifin Risk
- Wealthbox

## Support Options

- Email/Help Desk
- Phone Support

## Category

- [Investment Management Software](https://www.softwareadvice.co.nz/directory/4566/investment-management/software)

## Alternatives

1. [Morningstar Direct](https://www.softwareadvice.co.nz/software/526658/Morningstar-Direct) — 4.1/5 (251 reviews)
2. [Human Interest](https://www.softwareadvice.co.nz/software/240185/human-interest) — 4.0/5 (36 reviews)
3. [WOWS Investment Portal](https://www.softwareadvice.co.nz/software/430406/wows-invest) — 4.7/5 (97 reviews)
4. [Avestor](https://www.softwareadvice.co.nz/software/523559/Avestor) — 5.0/5 (8 reviews)
5. [DealCheck](https://www.softwareadvice.co.nz/software/224233/dealcheck) — 4.8/5 (38 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/361802/circleblack)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/investment-management/circleblack-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/361802/circleblack> |
| en-GB | <https://www.softwareadvice.co.uk/software/361802/circleblack> |
| en-IE | <https://www.softwareadvice.ie/software/361802/circleblack> |
| en-NZ | <https://www.softwareadvice.co.nz/software/361802/circleblack> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Software Advice helps businesses in New Zealand find the best software. Compare software options and learn more from our research and user reviews.","email":"info@softwareadvice.co.nz","url":"https://www.softwareadvice.co.nz/","logo":"https://dm-localsites-assets-prod.imgix.net/images/software_advice/logo-white-d2cfd05bdd863947d19a4d1b9567dde8.svg","@type":"Organization","@id":"https://www.softwareadvice.co.nz/#organization","parentOrganization":"Gartner, Inc.","sameAs":[]},{"name":"CircleBlack","description":"CircleBlack's all-in-one wealth management platform supports client-centric advisors with the complete suite of capabilities needed to elevate their client-facing activities. Manage investment portfolios, analyze multiple accounts, handle assets, and more with CircleBlack's desktop and mobile tools. Swiftly assess allocations, balances, performance, and exposures across numerous time periods, on all sectors and assets, including held-away accounts.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/91793236-55d8-4863-816c-b5540e2fa696.png","url":"https://www.softwareadvice.co.nz/software/361802/circleblack","@type":"SoftwareApplication","@id":"https://www.softwareadvice.co.nz/software/361802/circleblack#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"},"operatingSystem":"Cloud, Android, Platform ios, Platform ipad"},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Investment Management Software","position":2,"item":"/directory/4566/investment-management/software","@type":"ListItem"},{"name":"CircleBlack","position":3,"item":"/software/361802/circleblack","@type":"ListItem"}],"@id":"https://www.softwareadvice.co.nz/software/361802/circleblack#breadcrumblist"}]}
</script>