--- title: "CircleBlack Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about CircleBlack Software - reviews, pricing plans, popular comparisons to other Hedge Fund products and more." source_url: "https://www.capterra.com/p/264593/CircleBlack/" page_type: "product" language: "en" --- # CircleBlack Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) CircleBlack ## What is CircleBlack? Our modern all-in-one wealth management platform provides client-centric advisors with the complete suite of capabilities needed to elevate their client-facing activities. CircleBlack has a modern and intuitive UI, beautiful and easy-to-use client experience, a complete set of core capabilities, and dozens of integrations – all built on a robust data architecture with direct connections to over a dozen custodians and thousands of financial institutions. ## What is CircleBlack used for? [Hedge Fund](https://www.capterra.com/hedge-fund-software/)[Investment Management](https://www.capterra.com/investment-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for CircleBlack?[Manage this product listing](https://www.g2.com/products/circleblack/claim_requests/new?auto=true) ## CircleBlack Overview Updated September 2026 AI summary CircleBlack supports businesses of all sizes seeking investment management software, offering tools for portfolio management, investments tracking, and performance metrics. It enables client management, risk management, and customizable reporting, with integrations for wealth management and CRM platforms. Deployed via web, cloud, and mobile, CircleBlack caters to investment advisors, investors, and traders managing diverse portfolios. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### CircleBlack 0.0 VS. [4.7 (15)](https://www.capterra.com/p/110568/FundCount/reviews/) Starting Price Contact vendor Starting Price $24000 Flat Rate, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.4 (278) Value For Money 0.0 (0) Value For Money 4.1 (266) Customer Service 0.0 (0) Customer Service 4.5 (273) ## CircleBlack alternatives [3.3 (3)](https://www.capterra.com/p/207519/Sharesight/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 33% of reviewers rated it above 4 stars [Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (278)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/) Highest Rated [Avestor](https://www.capterra.com/p/10024787/Avestor/) [5.0 (9)](https://www.capterra.com/p/10024787/Avestor/reviews/) Starting price $600.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10024787/Avestor/) [WOWS Investment Portal](https://www.capterra.com/p/10011153/WOWS/) [4.7 (97)](https://www.capterra.com/p/10011153/WOWS/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10011153/WOWS/) ## FAQs about CircleBlack Overview ### What company size and specific industries is CircleBlack built for? CircleBlack is designed for financial institutions of all sizes, especially advisory firms that need to manage client assets, track portfolios, and support investment oversight. It fits organizations in the financial services sector, including advisor-led businesses that handle client portfolio management and related account monitoring. Features and Usability ### What are the key features of CircleBlack? CircleBlack offers portfolio management, investments tracking, and financial management for investment advisors, investors, and traders. It also includes client management, a client portal, customizable reports, an activity dashboard, data import/export, performance metrics, risk management, and support for bonds and stocks. Integrations ### Which third-party tools and platforms does CircleBlack integrate with? CircleBlack integrates with Fidelity, Nitrogen, Redtail CRM, RightCapital, Tifin Risk, and Wealthbox CRM. Its catalog covers wealth management, CRM, and risk analysis platforms, giving firms connections to core portfolio and client management tools in one place. Getting Started and Support ### What customer support options does CircleBlack offer? CircleBlack provides email/help desk and phone support. User feedback on support quality is not available here, so no claims can be made about response times, helpfulness, or common issues. The listed channels indicate direct contact options for questions, troubleshooting, and account assistance. ## Features AI summary Based on 877 Hedge Fund reviews Not all Investment Management products cover every priority buyers look for. Here is what Capterra reviewers flag as essential when choosing a solution: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) CircleBlack supports **Performance Metrics** and **Investments Tracking**, giving firms a way to monitor portfolio results and keep close watch on holdings over time. However, it does not offer **Reporting/Analytics**. Instead, it provides other important capabilities that reviewers also value, including **Data Import/Export** (**38%**) and **Portfolio Management** (**40%**), helping businesses keep investment data organized, manage portfolios more effectively, and make more informed decisions. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Bonds/Stocks Purchase and track both bonds and stocks in the portfolio Client Management Manage contact details and communication with clients Client Portal Private online space that lets businesses securely share documents and provide information access to clients Customizable Reports Alter the layout and content of reports Data Import/Export Import and export data to and from software applications CircleBlack 13 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Bonds/Stocks: Purchase and track both bonds and stocks in the portfolio - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Investment Advisors: Used by financial advisors and money managers - For Investors & Traders: Used by retail investors and active traders/day traders - Investments Tracking: Monitor capital allocation and asset prices over time - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties --- ## Pricing ## Integrations [ Wealthbox CRM](https://www.capterra.com/p/175666/Wealthbox/)[ Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)[ Nitrogen](https://www.capterra.com/p/210418/Riskalyze/)[ Fidelity](https://www.capterra.com/p/160249/Fidelity/)[ RightCapital](https://www.capterra.com/p/210548/RightCapital/)[ Tifin Risk](https://www.capterra.com/p/191458/Totum-Risk/) ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.