# CircleBlack Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about CircleBlack Software - reviews, pricing plans, popular comparisons to other Investment Management products and more. Source: https://www.capterra.com/p/264593/CircleBlack --- # CircleBlack Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 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? [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://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://circleblack.com&name=CircleBlack) ## 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. [4.0 (9)](https://www.capterra.com/p/248341/Yardi-Investment-Manager/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 3.9 (9) Value For Money 0.0 (0) Value For Money 4.0 (6) Customer Service 0.0 (0) Customer Service 4.4 (8) ## CircleBlack alternatives [Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (251)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/) [Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/) [4.7 (37)](https://www.capterra.com/p/253071/Trade-Ideas/reviews/) Starting price $17.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/253071/Trade-Ideas/) [Human Interest](https://www.capterra.com/p/230513/Human-Interest/) [4.0 (36)](https://www.capterra.com/p/230513/Human-Interest/reviews/) Starting price $80.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 75% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/230513/Human-Interest/) Highest Rated [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, especially investment management firms and advisory businesses that need tools to manage client assets and track portfolios. It fits organizations in the financial services sector that support investment advisors and require portfolio oversight across client accounts. Features and Usability ### What are the key features of CircleBlack? CircleBlack offers portfolio management, investments tracking, and performance metrics for monitoring holdings and returns. It also includes client management and a client portal for advisor-client interaction, plus customizable reports, data import/export, risk management, an activity dashboard, and support for bonds and stocks. Integrations ### Which third-party tools and platforms does CircleBlack integrate with? CircleBlack integrates with 6 third-party platforms: Fidelity, Nitrogen, Redtail CRM, RightCapital, Tifin Risk, and Wealthbox. These connections cover portfolio data, CRM, planning, and risk tools, giving CircleBlack users access to key financial technology systems in one place. Getting Started and Support ### What customer support options does CircleBlack offer? CircleBlack provides email/help desk and phone support. User experience feedback on support is not available here, so no conclusions can be drawn about response times, helpfulness, or common issues. These channels are the only support options listed in the catalog data. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 Dashboard to view the status of ongoing processes, identify current incidents and track past activities Purchase and track both bonds and stocks in the portfolio Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Alter the layout and content of reports Import and export data to and from software applications Plan, manage, and track the financial activities of an individual or organization Used by financial advisors and money managers Used by retail investors and active traders/day traders Monitor capital allocation and asset prices over time A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties ## Pricing ## Integrations [ Wealthbox](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.