Add Your Solution

Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

Fintech Integration Marketplace / Wealth Management / Portfolio Reporting

Categories

View All View All
Wealth Management
Payments
Insurance
Security
Banking
Other
Hide

CircleBlack

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.

Website

https://www.circleblack.com/

Contacts

info@circleblack.com

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

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

https://twitter.com/CircleBlackInc

CircleBlack
  • Performance Reports
  • Billing
  • 401k Investment
  • Rebalancing
  • Model Marketplace
CircleBlack

Companies that integrate with CircleBlack

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

ATA RiskStation
ATA RiskStation
ATA RiskStation™ was created to help financial professionals evaluate portfolio risk and manage to client risk tolerance.
#Risk Profiling #Analytics
AXOS Clearing
AXOS Clearing
Axos Clearing is a full-service clearing firm and custodian serving introducing broker-dealer and registered investment advisors.
#Custodian #Retirement Planning #Portfolio Reporting
BNY Mellon
BNY Mellon
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle.
#Portfolio Management #Broker-Dealer Platforms #Financial Planning #Investment Research #Commercial Banking #Private Banking
Charles Schwab
Charles Schwab
Charles Schwab strives to disrupt the status quo of the traditional Wall Street approach on behalf of the clients.
#Broker-Dealer Platforms #Custodial Platforms #Custodian #Financial Planning #Portfolio Management #Retirement Planning
CNB Custody
Community National Bank Retirement Plans
CNB Custody has a solid reputation for exceptional service, accuracy, and competitive fees as an alternative investment IRA custodian.
#Custodian
Fidelity
Fidelity
Fidelity offers investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
#Custodian #Analytics #Trading #Portfolio Management #Investment Research
First Clearing
First Clearing
First Clearing provides firms with insights and resources to support their vision for guiding clients to a place of greater confidence about their life goals.
#Analytics #Risk Profiling #Investment Research
FIX Flyer
FIX Flyer
With over 120 clients worldwide, FIX Flyer develops advanced technology for managing complex, multi–asset, institutional securities trading using highly scalable software and network technologies.
#Trading #Rebalancing #Portfolio Management
Folio Institutional
Folio Institutional
Folio Institutional provides an integrated brokerage and custodial platform featuring patented, state-of-the art trading, portfolio and client management tools.
#Broker-Dealer Platforms #Custodial Platforms #Custodian #Portfolio Management #Trading #Tax Planning
Interactive Brokers
Interactive Brokers
Interactive Brokers Group is a deep discount electronic access broker offering online trading of stocks, options, futures, forex.
#Custodian
TD Ameritrade
iRebal | TD Ameritrade
iRebal is a rebalancing system which retains an audit trail of all executed trades and uploads trades to multiple custodians. The trading system incorporates family level rebalancing, cash management and tax harvesting.
#Rebalancing #Trading #Tax Planning
MoneyGuide | Envestnet
MoneyGuide | Envestnet
MoneyGuide is the industry’s leading financial planning software platform.
#Financial Planning #Portfolio Management #Risk Profiling #Investment Research #Portfolio Reporting #Retirement Planning #Tax Planning
Morningstar
Morningstar
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia.
#Investment Research
Fidelity
National Financial Services | Fidelity
National Foinancial Services (NFS) is a registered broker-dealer owned by Fidelity Global Brokerage Group.
#Custodian
Charles Schwab
OpenView Gateway | Schwab
The Schwab OpenView Gateway platform provides advisors who custody with Schwab Advisor Services™ with comprehensive integration capabilities via leading third-party solutions that, in combination with Schwab Advisor Services’ proprietary tools, help streamline workflows so advisors can focus on serving clients.
#Account Aggregation
Pershing
Pershing
BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers.
#Custodial Platforms #Annuities #Analytics #College Planning #Custodian #Financial Planning #Portfolio Accounting #Trading #Portfolio Management #Investment Research #Health Insurance #Retirement Planning #Portfolio Reporting #Lending
Raymond James
Raymond James
Raymond James Financial, Inc. is a diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.
#Financial Planning #Broker-Dealer Platforms #College Planning #Custodial Platforms #Custodian #Portfolio Management #Retirement Planning
RBC
RBC
RBC Capital Markets is recognized by the most significant corporations, institutional investors, asset managers, private equity firms, and governments around the globe as an innovative, trusted partner with an in-depth expertise in capital markets, banking, and finance.
#Custodian #Compliance #Rebalancing #Trading #Retirement Planning #Portfolio Reporting
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
#CRM
Refinitiv
Refinitiv
Refinitiv is a global provider of financial market data and infrastructure.
#Analytics #Investment Research
RightCapital
RightCapital
RightCapital's innovative financial planning solution allows financial advisors to: • Differentiate their value for more clients. • Create a simple plan in as little as 10 minutes. • Empower themselves to evolve with planning needs.
#Financial Planning #Account Aggregation #College Planning #Investment Research #Retirement Planning #Tax Planning
Riskalyze
Riskalyze
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
#Risk Profiling #Analytics #Rebalancing #Trading #Portfolio Management #Proposal Generation
Salesforce
Salesforce Financial Services Cloud
Salesforce Financial Services Cloud is the world's #1 CRM solution, reimagined for financial services.
#CRM
SEI
SEI Wealth Platform
The SEI Wealth Platform is an end-to-end solution that enables your firm to provide a comprehensive, modern and fully integrated advisor and client experience that supports front-, middle-, and back-office services all within a single infrastructure.
#Custodial Platforms
TD Ameritrade
TD Ameritrade
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries.
#Custodian #College Planning #Financial Planning #Portfolio Management #Trading #Investment Research #Retirement Planning
Tolerisk
Tolerisk
Tolerisk is cloud-based, fiduciary caliber risk tolerance assessment technology for financial planners and investment advisors.
#Risk Profiling #Retirement Planning
Totum Risk
Totum Risk
Totum Risk is a multi dimensional risk tolerance questionnaire and toolkit that helps financial advisors understand how much risk their clients can comfortably take based on their life situation.
#Risk Profiling #Portfolio Reporting
TradePMR
TradePMR
TradePMR provides brokerage and custody services for registered investment advisors.
#Custodian
TD Ameritrade
VEO One | TD Ameritrade
TD Ameritrade Veo One is a trading platform which gives users an integrated vision of their activity and asset positions.
#Custodial Platforms
Wealthbox
Wealthbox
Wealthbox is a web-and-mobile CRM application for financial professionals.
#CRM
Fidelity
Wealthscape | Fidelity
Wealthscape is developed in close collaboration with Fidelity's clearing and custody clients. It serves as a gateway to connect firms to new Fidelity tools and third-party solutions, including eMoney Advisor's wealth planning software.
#Custodial Platforms #Rebalancing #Portfolio Management
Envestnet Yodlee
Yodlee | Envestnet
Yodlee is the leading data aggregation and data analytics platform, enabling financial institutions and FinTech innovators to help their consumers live better financial lives through innovative products and services.
#Account Aggregation #Analytics

No partnership categories yet.

Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

CircleBlack

Get instant integration assistance

It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.