Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
Target firm size
- Mid-Size
- Small
Product Description
Integrations
CircleBlack has 31 integrations in our directory
Search below to find what you're looking for
- Axos Level 3
- BillFin Level 4
- Blaze Portfolio Level 4
- ByAllAccounts Level 3
- Comply (RIAInABox) Level 3
- eMoney Advisor Level 4
- Fidelity (National Financial) Level 3
- Goldman Sachs Custodial Solutions Level 3
- intelliflo red/black Level 4
- Interactive Brokers Level 3
- MoneyGuide Level 4
- Nitrogen Wealth Level 4
- Pershing Level 3
- RBC Black Level 5
- RBC Clearing Level 3
- Redtail Level 4
- RightCapital Level 3
- Salesforce Level 5
- Schwab Level 3
- SEI Wealth Level 3
- StratiFi Level 4
- TIFIN Wealth Level 3
- TradePMR Level 3
- Wealthbox Level 4
- Wealthcare Level 3
- Yodlee Level 3
- Zapier Level 3
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic SOC certification, Periodic Penetration Testing (aka PEN tests)
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
ID/PW
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal URL
https://docs-uat.circleblack.com/Endpoints/api.html#tag--Auth
Developer portal features
Built with an API platform such as Postman, WSO2, Swagger, etc.?, Provides code samples in one language, Provides the ability to enter payloads and see responses against sample data in real time, Provides examples of successful and unsuccessful API calls
Developer sandbox URL
No
