Integrations /Portfolio Management

Get started with Wealthbox + CircleBlack

Modern CRM integrated with portfolio management and performance reporting. It’s all here!


CircleBlack delivers portfolio management and performance reporting, tightly integrated with your choice of technology and custodial feeds, to provide a 360-degree view of an advisor’s book of business. The integration with Wealthbox allows for contacts created in CircleBlack to be automatically created in Wealthbox. Additionally, Wealthbox tasks are actionable in CircleBlack.

Access Wealthbox through single sign-on within CircleBlack, and automatically sync contacts and tasks between the two apps.

Get started with Wealthbox + CircleBlack

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