Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
                    Craft distinctive digital experiences fueled by instantaneous financial data and insights. Gain access to a versatile write-once read-many data stream encompassing all major custodians, and take advantage of easy-to-integrate white-labeled features for billing, reporting, and additional services. By establishing new distribution pathways, you can unlock your firm's full growth capabilities. Enhance back-office efficiency through consolidated portfolio management, automated reporting, and straightforward fee billing processes. As the industry's sole fully API-first, multi-custodial software and data aggregation platform designed by developers specifically for developers, BridgeFT’s WealthTech API simplifies your development processes while continuously evolving with cutting-edge technology. This WealthTech-as-a-service platform presents a unified, open API that provides trade-ready, multi-custodial data, sophisticated analytics, and vital applications. It also facilitates the aggregation of multi-custodial held away assets and third-party application data, ensuring comprehensive financial oversight. By embracing this innovative approach, firms can significantly elevate their operational efficiency and data management strategies.
                
            
        
            Description
                    An all-encompassing platform tailored for financial advisors prioritizing client relationships, this solution features a modern and user-friendly interface that grants immediate access to all client data. It offers a visually appealing and seamless client interaction experience through a white label mobile application and portal. The platform encompasses various functionalities, including performance analysis, trading and rebalancing features, billing, and a secure document vault. Additionally, it integrates with 25 top wealth-tech providers in areas like CRM, planning, and risk management, along with direct links to 14 custodians and numerous financial institutions. Whether you're a small firm that has outgrown basic custodian tools or a larger enterprise seeking a better all-in-one solution, CircleBlack is designed to enhance efficiency, impress clients, and attract new business. This comprehensive tool serves as the ideal choice for advisors transitioning from wirehouse and IBD channels, aiming for a modern tech solution for their new RIA. With our exceptional support services, we ensure a smooth transition that reduces client loss and enhances overall professionalism, allowing advisors to focus on what truly matters—building lasting client relationships.
                
            
        
            API Access
            
                Has API
            
            
        
        
    
                API Access
            
                Has API
            
            
        
        
    
                Integrations
            
                
    Dropbox
            
            
        
        
    
        
        
            
                
    Envestnet Portal
            
            
        
        
    
        
        
            
                
    Google Drive
            
            
        
        
    
        
        
            
                
    Microsoft Excel
            
            
        
        
    
        
        
            
                
    Microsoft Outlook
            
            
        
        
    
        
        
            
                
    MoneyGuidePro
            
            
        
        
    
        
        
            
                
    Nitrogen
            
            
        
        
    
        
        
            
                
    Plaid
            
            
        
        
    
        
        
            
                
    Practifi
            
            
        
        
    
        
        
            
                
    Redtail CRM
            
            
        
        
    
                
                    
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
                
            Integrations
            
                
    Dropbox
            
            
        
        
    
        
        
            
                
    Envestnet Portal
            
            
        
        
    
        
        
            
                
    Google Drive
            
            
        
        
    
        
        
            
                
    Microsoft Excel
            
            
        
        
    
        
        
            
                
    Microsoft Outlook
            
            
        
        
    
        
        
            
                
    MoneyGuidePro
            
            
        
        
    
        
        
            
                
    Nitrogen
            
            
        
        
    
        
        
            
                
    Plaid
            
            
        
        
    
        
        
            
                
    Practifi
            
            
        
        
    
        
        
            
                
    Redtail CRM
            
            
        
        
    
                
                    
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
                
            Pricing Details
        No price information available.
        
        
    
    
    
        
        
            
                Free Trial
            
            
        
        
    
        
        
            
                Free Version
            
            
        
        
    
            Pricing Details
        $500 per month
        
    
    
    
        
        
            
                Free Trial
            
            
        
        
    
        
        
            
                Free Version
            
            
        
        
    
            Deployment
            
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                Deployment
            
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                iPhone App
            
            
        
        
    
        
        
            
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                Android App
            
            
        
        
    
        
        
            
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                Customer Support
            
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                Live Rep (24/7)
            
            
        
        
    
        
        
            
                Online Support
            
            
        
        
    
                Customer Support
            
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                Live Rep (24/7)
            
            
        
        
    
        
        
            
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                Types of Training
            
                Training Docs
            
            
        
        
    
        
        
            
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                Live Training (Online)
            
            
        
        
    
        
        
            
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                Vendor Details
Company Name
BridgeFT
Country
United States
Website
www.bridgeft.com
Vendor Details
Company Name
CircleBlack
Founded
2013
Country
United States
Website
www.circleblack.com
Product Features
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