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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Dropbox
Envestnet Portal
Google Drive
Microsoft Excel
Microsoft Outlook
MoneyGuidePro
Practifi
Redtail CRM
RightCapital
Riskalyze
Salesforce
TD Ameritrade
Wealthbox

Integrations

Dropbox
Envestnet Portal
Google Drive
Microsoft Excel
Microsoft Outlook
MoneyGuidePro
Practifi
Redtail CRM
RightCapital
Riskalyze
Salesforce
TD Ameritrade
Wealthbox

Pricing Details

$500 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

CircleBlack

Founded

2013

Country

United States

Website

www.circleblack.com

Vendor Details

Company Name

M2Wealth

Founded

2001

Country

Hong Kong

Website

www.m2wealth.com

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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