---
description: Learn more about CircleBlack price, benefits, and disadvantages for businesses in Australia. Read reviews from verified users and discover similar tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: CircleBlack Cost & Reviews - Capterra Australia 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [CircleBlack](/software/1033222/circleblack)

# CircleBlack

Canonical: https://www.capterra.com.au/software/1033222/circleblack

> The all-in-one wealth management platform for the relationship-focused advisor
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Who Uses CircleBlack?

Designed for financial institutions, the investment management solution helps advisors manage clients' assets, track portfolios, and more.

## 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

- Bonds/Stocks
- Client Management
- Client Portal
- 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.capterra.com.au/directory/20010/investment-management/software)

## Alternatives

1. [Morningstar Direct](https://www.capterra.com.au/software/1074481/Morningstar-Direct) — 4.1/5 (251 reviews)
2. [Trade Ideas](https://www.capterra.com.au/software/1030960/trade-ideas) — 4.7/5 (37 reviews)
3. [Human Interest](https://www.capterra.com.au/software/1013332/human-interest) — 4.0/5 (36 reviews)
4. [WOWS Investment Portal](https://www.capterra.com.au/software/1051443/wows) — 4.7/5 (97 reviews)
5. [Investera Pro](https://www.capterra.com.au/software/1018626/investera-pro) — 4.8/5 (6 reviews)

## Links

- [View on Capterra](https://www.capterra.com.au/software/1033222/circleblack)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/264593/CircleBlack/> |
| en-AE | <https://www.capterra.ae/software/1033222/circleblack> |
| en-AU | <https://www.capterra.com.au/software/1033222/circleblack> |
| en-CA | <https://www.capterra.ca/software/1033222/circleblack> |
| en-GB | <https://www.capterra.co.uk/software/1033222/circleblack> |
| en-IE | <https://www.capterra.ie/software/1033222/circleblack> |
| en-IL | <https://www.capterra.co.il/software/1033222/circleblack> |
| en-IN | <https://www.capterra.in/software/1033222/circleblack> |
| en-NZ | <https://www.capterra.co.nz/software/1033222/circleblack> |
| en-SG | <https://www.capterra.com.sg/software/1033222/circleblack> |
| en-ZA | <https://www.capterra.co.za/software/1033222/circleblack> |

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