Wealth Utilities

ShellBlack

Name: ShellBlack
Rating: 4.5 (1 reviews)

ShellBlack: Streamlining RIA operations through powerful CRM.

"ShellBlack is a CRM solution designed to streamline operations for Registered Investment Advisory (RIA) firms. It provides tools for managing client relationships, tracking interactions, and automating workflows, enabling advisors to enhance client service and improve operational efficiency."

Launch Product Page

Consensus Grade

82/100 Confidence

Institutional Verified

Market Position

Ranked #196 in Wealth Utilities

Validated Adoption

29 Firms Tracked

Coverage Status

enriched Documentation

Data Freshness

Updated Feb 2026

Strategic Capability Analysis

Contact management and segmentation

Automated workflow and task management

Client communication tracking

Customizable reporting and analytics

Integration with other wealthtech tools

Primary Use Cases

Client relationship management

Task management and workflow automation

Agentic Intelligence Briefing

"ShellBlack is a CRM platform that empowers RIAs to manage client relationships effectively and improve operational efficiency."

Real-time Forensic Synthesis

Competitive Strengths

Streamlined CRM operations

Improved client communication

Enhanced data management

Adoption Hazards

Limited pricing transparency

Lack of public information on integrations

Stack Compatibility Profile

How ShellBlack integrates into institutional RIA stacks.

29 Firms Analyzed

Elements Financial Planning

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