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Toth Capital Management Aims to Disrupt the Market with CircleBlack
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Document Management
CircleBlack Document Management offers a secure and compliant platform for advisors and clients to store, share, and manage documents, including bulk uploads of standard files, images, and multimedia such as podcasts and videos.
Organize and share Documents securely
11%
Increase in client satisfaction through CircleBlack’s bi-directional document management
$4,000+
Annual savings with secure compliant document management
50%
Faster filing of annual updates by managing all accounts in one place
Organize and share Documents securely
11%
Increase in client satisfaction through CircleBlack’s bi-directional document management
$4,000+
Annual savings with secure compliant document management
50%
Faster filing of annual updates by managing all accounts in one place
Centralize your client assets to guide better decisions.
UPLOADING & ACCESS
Secure, centralized document sharing across web and mobile
Upload documents to a secure, centralized platform that’s accessible across web and mobile. Share reports, invoices, and statements while keeping clients and advisors aligned through one repository.
MULTI-MEDIA SUPPORT
Store spreadsheets, images, and multimedia directly in CircleBlack
Exchange spreadsheets, images, and multimedia files directly in CircleBlack. Clients can view podcasts and YouTube videos within the investor portal or app—no downloads required.
DOCUMENT SHARING
Support compliant, bidirectional document sharing across devices
Enable compliant, bidirectional document sharing between advisors and investors. Upload, review, and download files seamlessly across devices to keep every relationship up to date.
DOCUMENT ORGANIZATION
Organize documents with tags, folders, and smart notifications
Use document tags and customizable folders to stay organized. Editable file names and smart notifications ensure clients always receive and locate the right materials.
Our clients can easily access their custodial statements, performance Reports, and commentary in one place. It has improved the entire experience that we offer to our clients. They can easily access the app and use the same interface for Document Management to access their documents.
Dani Mutz
Co-Founder & CCO
Cross State Financial Group
Frequently asked questions
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