---
description: Learn more about CircleBlack. We provide Australian business users the most detailed information on pricing, benefits, and disadvantages of software that will make your choice easier.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: CircleBlack Reviews, Cost & Features | GetApp Australia 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/17/investment-portfolio-management/software) > [CircleBlack](/software/2061789/circleblack)

# CircleBlack

Canonical: https://www.getapp.com.au/software/2061789/circleblack

> Elevate client-facing activities with CircleBlack's all-in-one wealth management platform. Quickly see and assess allocations, balances, performance, exposures, and more over multiple time periods.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## 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

- Activity Dashboard
- Bonds/Stocks
- Client Management
- Client Portal
- Customizable Reports
- Data Import/Export
- Financial Management
- For Investment Advisors
- For Investors & Traders
- 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.getapp.com.au/directory/17/investment-portfolio-management/software)

## Alternatives

1. [Morningstar Direct](https://www.getapp.com.au/software/2080459/morningstar-direct) — 4.1/5 (251 reviews)
2. [Human Interest](https://www.getapp.com.au/software/2047632/human-interest) — 4.0/5 (36 reviews)
3. [WOWS Investment Portal](https://www.getapp.com.au/software/2068610/wows) — 4.7/5 (97 reviews)
4. [Avestor](https://www.getapp.com.au/software/2078775/avestor) — 5.0/5 (8 reviews)
5. [DealCheck](https://www.getapp.com.au/software/2047952/dealcheck) — 4.8/5 (38 reviews)

## Links

- [View on GetApp](https://www.getapp.com.au/software/2061789/circleblack)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/finance-accounting-software/a/circleblack/> |
| en-AE | <https://www.getapp.ae/software/2061789/circleblack> |
| en-AU | <https://www.getapp.com.au/software/2061789/circleblack> |
| en-CA | <https://www.getapp.ca/software/2061789/circleblack> |
| en-GB | <https://www.getapp.co.uk/software/2061789/circleblack> |
| en-IE | <https://www.getapp.ie/software/2061789/circleblack> |
| en-NZ | <https://www.getapp.co.nz/software/2061789/circleblack> |
| en-SG | <https://www.getapp.sg/software/2061789/circleblack> |
| en-ZA | <https://www.getapp.za.com/software/2061789/circleblack> |

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