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CircleBlack Portfolio Reporting pricing

#57 of 81 in Portfolio Management Software

CircleBlack Portfolio Reporting costs from $550/mo on its cheapest paid plan; 1 plan in all, as listed on circleblack.com — prices checked 24 Sep 2026.

3.7/10Editor score
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CircleBlack Portfolio Reporting pricing at a glance

Plans Paid No free plan — trial or paid only. Prices checked 24 Sep 2026.
See plans on circleblack.com

CircleBlack Portfolio Reporting plans & pricing

PlanPriceKey limits
Base platform$550/mo$6,600/yr
  • 100 accounts
  • 1 CRM user

Prices as published by the vendor on circleblack.com, checked 24 Sep 2026; taxes and regional pricing may differ. We do not change a plan's price or its limits — this table is what the vendor's own pricing page said on that date.

What the price includes

  • Built for
    Solo, Small business, Mid-market, Enterprise
  • Integrations
    25+ integrations: BillFin, Blaze Portfolio, COMPLY (RIA in a Box), eMoney, RedBlack Software, MoneyGuide …
  • Free plan
    No
  • Paid from
    $550/mo
  • Asset class coverage
    Multi_asset

Our full CircleBlack Portfolio Reporting verdict, fact sheet and score →

Prices checked by iTechGuides Editors · Editorial team · Updated Oct 2026

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