The company's wealth management platform offers portfolio management, performance reporting, and billing functionality, as well as real-time connectivity to custodian and held away accounts. CircleBlack uses multiple aggregators to combine feeds from various sources, allowing advisors to generate daily performance reports, access clients' 401k investment choices, and rebalance portfolios. The platform also includes a range of third-party tools, such as CRM, planning, and risk assessment. Over 100 advisory firms and 1,000 advisors currently use CircleBlack's technology to deliver prosperity to families and communities.