CircleBlack is a financial technology firm focused on solving the key pain points financial advisors experience. CircleBlack’s data hub capabilities empower advisors to see all of their data by aggregating information from custodians, product providers, and clients in one easy-to-use location. CircleBlack provides features including investment performance reporting, portfolio analytics, billing, and client engagement portals. CircleBlack also provides fulsome integrations with technology partners leveraging multi-directional data to and from other applications, including CRM, Risk Analytics, Financial Planning, and Research tools. This allows Independent RIAs and Broker-Dealers to have the technology stack that most appropriately supports their unique business models.