CircleBlack Portfolio Reporting
CircleBlack Portfolio Reporting: Detailed client reporting with a $550 monthly base price and web-only access. Ranked #57 of 81 in Portfolio Management Software by our editors (3.7/10); pricing: Paid; best for advisory firms building detailed client portfolio reports.
At a glance
- Editor score3.7 / 10
- PricingPaid
- Best forAdvisory firms building detailed client portfolio reports
- Free planNo
- Paid from$550/mo
- Asset class coverageMulti_asset
- Facts checked24 Sep 2026
Where it wins
- Build reports from templates or customize layouts, fields, grouping, and branding
- Analyze performance by household, account, position, and asset class
- Share client-ready reports and export saved views to CSV or Excel
Where it doesn't
- Base platform starts at $550 per month
- Base platform includes up to 100 accounts and 1 CRM user
- Available on web only
Our verdict on CircleBlack Portfolio Reporting
CircleBlack Portfolio Reporting is an advisor-focused report builder within CircleBlack’s wealth-management platform. It is aimed at advisory firms that need detailed portfolio reports for client communication and analysis, rather than teams looking primarily for a general-purpose portfolio tracker. Templates offer a starting point, while custom layouts, fields, grouping logic, and branding give firms room to shape reports around their preferred presentation. Reports can cover balances, performance, holdings, income and expenses, and exposure.
Reporting depth is the clearest reason to consider the product. Performance can be analyzed at household, account, position, and asset-class levels, with both time-weighted and money-weighted return calculations. Transaction-level drilldowns and daily cash-flow visibility add detail for reviewing activity, while saved views can be exported to CSV or Excel. Client-ready reports can also be shared through the platform. The published integrations count is 25; named connections include Redtail, Wealthbox, eMoney, MoneyGuide, and Nitrogen. That makes ecosystem fit worth checking against a firm's existing tools before choosing it.
According to the vendor’s pricing page, the detailed Base platform table lists $550 per month, or $6,600 per year, and includes up to 100 accounts and 1 CRM user. The product is paid, with no free plan, so firms should weigh the recurring base cost against their account volume and reporting needs. It is available on the web, and support channels include email and documentation. CircleBlack says its compliance posture includes SOC 2. Firms prioritizing customizable, detailed client reporting may find the focus appropriate; teams seeking a lower-cost entry point, broader platform availability, or a different account allowance should compare alternatives.
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CircleBlack Portfolio Reporting pricing
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CircleBlack Portfolio Reporting fact sheet
| Free plan | No |
|---|---|
| Paid from | $550/mo |
| Asset class coverage | Multi_asset |
| Performance reporting | Yes |
| Allocation analysis | Yes |
| Risk analysis | Not verified |
| Tax-lot tracking | Yes |
| Maximum portfolios | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2 |
| Support | Email, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 25+ integrations: BillFin, Blaze Portfolio, COMPLY (RIA in a Box), eMoney, RedBlack Software, MoneyGuide … See all → |
| Pricing | Paid (source) |
| Website | circleblack.com |
| Facts checked | 24 Sep 2026 |
CircleBlack Portfolio Reporting integrations
CircleBlack Portfolio Reporting lists 25+ integrations on its own site — the 13 named here are the ones its pages call out.
- BillFin
- Blaze Portfolio
- COMPLY (RIA in a Box)
- eMoney
- RedBlack Software
- MoneyGuide
- Nitrogen
- Redtail
- RightCapital
- StratiFi
- TIFIN Wealth
- Wealthcare
- Wealthbox
See all CircleBlack Portfolio Reporting integrations →
Alternatives to CircleBlack Portfolio Reporting
- BlackRock AladdinA multi-asset platform for institutions that need portfolio, risk, trading and reporting workflows.9.4
- Bloomberg AIMA broad portfolio and operations platform for enterprise investment managers.9.3
- Morningstar OfficeA mature advisor platform combining portfolio operations, reporting, research, and billing.9.2
See all CircleBlack Portfolio Reporting alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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