CircleBlack Portfolio Reporting
API—OSS—FREE—DOCS4/5
CP5.4#64 of 81
outWeb—Windows—Mac—LinuxoutAndroidoutiOS
Ranked in Portfolio Management Software ·No free plan on record· paid from $550/mo
About
CircleBlack Portfolio Reporting is ranked #64 of 81 in portfolio management software on Inferse, made by CircleBlack Portfolio Reporting (Boston, Massachusetts, United States). It runs on Android, iOS, Web. There is no free plan. Paid plans start at $550/mo.
Compared on portfolio management software
- Free plan
- Nocircleblack.com
- Asset class coverage
- multi_assetcircleblack.com
- Performance reporting
- Yescircleblack.com
- Allocation analysis
- Yescircleblack.com
- Tax-lot tracking
- Yescircleblack.com
Facts
- Product
- CircleBlack Portfolio Reporting is an automated report builder with pre-built templates and custom client-ready reports that advisors can share through the platform.circleblack.com · 8 Oct 2026
- Report templates
- Ready-to-use templates cover Balance, Performance, Holdings, Income & Expense, General, and Exposure.circleblack.com · 8 Oct 2026
- Customization
- Advisors can customize report layouts, fields, grouping logic, and branding, and export data to CSV or Excel.circleblack.com · 8 Oct 2026
- Traceability
- Reports include transaction-level drilldowns, daily cash flow visibility, and separate views of gains, losses, contributions, and fees.circleblack.com · 8 Oct 2026
- Report coverage
- The product can generate portfolio and position performance, account comparisons, income and expense breakdowns, gains, billing and transaction summaries, and Form 13F and ADV filings.circleblack.com · 8 Oct 2026
- Client delivery
- Reports and insights can be shared through the Investor Experience app, available on web and mobile, where documents are securely stored.circleblack.com · 8 Oct 2026
- Integrations
- CircleBlack says it integrates with more than 25 WealthTech, AdvisorTech, and FinTech solutions and connects to over 17,000 financial institutions.circleblack.com · 8 Oct 2026
- Security
- CircleBlack states that it uses AES 256-bit encryption at rest, TLS encryption in transit, role-based access control, and multi-factor authentication, and maintains SOC 2 Type I certification.circleblack.com · 8 Oct 2026
- Support and onboarding
- The product page says users can contact a dedicated Customer Success representative, with an onboarding call scheduled a few days after signing and system access typically taking a few weeks depending on the custodian.circleblack.com · 8 Oct 2026
- Intended users
- CircleBlack describes its platform as built for breakaway advisors, established RIAs, and enterprise firms.circleblack.com · 8 Oct 2026
- Notable limits
- The published pricing breakdown includes up to 500 accounts, and the pricing page directs firms needing more than 500 accounts to contact sales for custom pricing.circleblack.com · 8 Oct 2026
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Where it ranks on Inferse
Sources
- circleblack.com/platform/portfolio-reporting/· checked 8 Oct 2026
- circleblack.com/platform/investor-experience/· checked 8 Oct 2026
- circleblack.com· checked 8 Oct 2026
- circleblack.com/data-policy/· checked 8 Oct 2026
- circleblack.com/pricing/· checked 8 Oct 2026