Pricing · 2026
CircleBlack Portfolio Reporting pricing
2 plans on the record
Every plan
Base platform
$550 a month
billed monthly
100 accounts · 1 CRM user
Read 24 Sep 2026 · circleblack.com
CircleBlack Platform
$600 a month
Starting at $600 per month; pricing breakdown lists $550 monthly base for up to 100 accounts and 1 CRM user
Includes portfolio reporting · base includes up to 100 accounts and 1 CRM user · more than 500 accounts requires custom pricing
Read 8 Oct 2026 · circleblack.com