CircleBlack Portfolio Reporting

6.3easy start · #58of 81
in Portfolio Management Software

Free to practise onno
Well documentedyes
Runs where you workyes

Runs on Android, iOS, Web. Paid plans from $550/mo.

CircleBlack Portfolio Reporting is ranked #58 of 81 in portfolio management software on The Geeks Club, 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.

CircleBlack Portfolio Reporting plans and pricing

All plans

Base platform $550/mo billed monthly 100 accounts · 1 CRM user circleblack.com · 24 Sept 2026

CircleBlack Platform $600/mo Starting at $600 per month; pricing breakdown lists $550 monthly base for up to 100 accounts and 1 CRM user Includes portfolio reporting · base includes up to 100 accounts and 1 CRM user · more than 500 accounts requires custom pricing circleblack.com · 8 Oct 2026

Compared on portfolio management software

Free plan: No
Asset class coverage: multi_asset
Performance reporting: Yes
Allocation analysis: Yes
Tax-lot tracking: Yes

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The record

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.
Report templates: Ready-to-use templates cover Balance, Performance, Holdings, Income & Expense, General, and Exposure.
Customization: Advisors can customize report layouts, fields, grouping logic, and branding, and export data to CSV or Excel.
Traceability: Reports include transaction-level drilldowns, daily cash flow visibility, and separate views of gains, losses, contributions, and fees.
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.
Client delivery: Reports and insights can be shared through the Investor Experience app, available on web and mobile, where documents are securely stored.
Integrations: CircleBlack says it integrates with more than 25 WealthTech, AdvisorTech, and FinTech solutions and connects to over 17,000 financial institutions.
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.
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.
Intended users: CircleBlack describes its platform as built for breakaway advisors, established RIAs, and enterprise firms.
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.
Price from: $550/mo

Where it ranks on The Geeks Club

Best Portfolio Management Software in 2026#58 of 81

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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