See how CircleBlack provides a seamless experience for a breakaway advisory firm to grow with speed and precision, while retaining 100% of its clients.
Toth Capital Management Aims to Disrupt the Market with CircleBlack
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CircleBlack Platform Overview
CircleBlack transforms fragmented tools into a single, AI-powered command center, unifying data and workflows across portfolio management, CRM, financial planning. With eight core applications spanning CRM, billing, reporting, trading, and aggregation, advisors gain everything they need, and nothing they don’t, to deliver exceptional client experiences.
Explore the CircleBlack Platform
Custodian & Held-Away Data Aggregation
Customer Relationship Management
Performance Calculation
Portfolio Reporting
Document Management
CircleBlack AI
Trading & Rebalancing
Client Billing
Practice Management
Investor Experience (Desktop/Mobile)
Integrations
Workflows
Custodian & Held-Away Data Aggregation
CircleBlack’s data aggregation engine converts raw custodian and held-away data into a single, consistent data model through a governed, custodian-agnostic pipeline. It uses formal schema validation, deterministic ID generation, and recoverable exception handling to ensure every record is accurate, complete, and auditable. Each data feed—covering accounts, positions, transactions, and tax lots—is validated, enriched, and version-controlled for consistency across custodians. The result is a unified, cross-custodian data layer that delivers accurate, complete, and explainable data for every advisor workflow.
Customer Relationship Management
CircleBlack CRM combines the scalability and proven power of Salesforce’s enterprise-grade platform, the advisor-focused workflows of a purpose-built wealth management CRM, and the deep portfolio integration and real-time context of a native solution. The result is a complete 360° client view that unifies account details, calendar, meetings, emails, portfolio performance, planning milestones, documents, and communication history within a single interface.
Performance Calculation
CircleBlack’s performance calculation engine delivers multi-level performance insights, enabling advisors to analyze returns by position, asset class, account, household, or any custom-defined grouping, shown net or gross of fees. Advisors can isolate top and bottom contributors and toggle between time-weighted and money-weighted returns. Layer on top a Performance X-Ray that reveals the daily values, cash flows, and fees behind every return, and the result is a foundation of explainability that makes every performance review simple.
Portfolio Reporting
CircleBlack Portfolio Reporting is an automated report builder that lets advisors create and share client-ready reports in minutes—whether using pre-built templates or designing fully customized layouts. Everything is built within a workflow made specifically for advisors, not graphic designers. What advisors design is exactly what clients receive, bringing all reporting needs together in one place—without extra costs or complex integrations.
Document Management
CircleBlack Document Management provides a secure and compliant platform for advisors and clients to store, exchange, and manage documents, including bulk uploads of standard file types, images, and multimedia content such as podcasts or YouTube videos.
Trading & Rebalancing
CircleBlack’s Trading & Rebalancing application delivers rebalancing, trading, and order management through an embedded integration with Intelliflo Redblack. It supports multi-custodial portfolio management, bulk editing, household-level monitoring, and multi-tier model management within the CircleBlack interface.
Client Billing
The CircleBlack Client Billing application simplifies billing management with an embedded integration to BillFin. It automates AUM fee calculations, exclusions, and overrides, and supports flat, tiered, and banded fee structures at the household, account, or firm level. Firms can set billing frequencies, handle prorated fees and terminations automatically, all while generating professional invoices with built-in fee-splitting and reconciliation.
Practice Management
The CircleBlack Practice Management application brings firm oversight and advisor operations together in one unified environment. It delivers dashboards, business reporting, compliance workflows, user entitlements, and firm-wide settings in a single view—enabling managers to monitor performance and maintain compliance seamlessly.
Investor Experience (Desktop & Mobile)
The CircleBlack Investor Experience application gives clients exactly what they need to stay informed—without the complexity. Across web and mobile, it provides a clear, interactive view of their portfolios, performance, and documents in a secure, advisor-branded experience.
Integrations
CircleBlack’s modular and interoperable platform enables advisors to integrate with more than 25 best-in-class WealthTech, AdvisorTech, and FinTech solutions out of the box. These integrations span CRM, financial planning, risk assessment, trading and rebalancing, billing, and compliance. The platform also connects directly to over 17,000 financial institutions within a single environment.
CircleBlack is not just our in-house task-management system. Our client data is here, the reports that go out are here, and our client portal, how we communicate with our clients, is here. The platform is a critically important piece of our firm and a core piece of the value we provide our clients. Whether visible or invisible.
Tom Toth
Founder
Toth Capital Management
Frequently asked questions
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