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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Practice Management
CircleBlack’s Practice Management application provides firm and advisor dashboards, firm settings, user entitlements, business reporting, and compliance workflows. It brings firm oversight and advisor operations together in one unified environment, enabling performance monitoring, compliance management, and operational control.
Enhance back-office efficiency across your entire advisory
PORTFOLIO INSIGHTS
Daily heat-check across client households
Get a daily snapshot of portfolio health across all client households
Probability of Success
Use integrated MoneyGuidePro data to visualize the likelihood of clients reaching their financial goals.
Portfolio Risk
Leverage integrated Nitrogen data to visualize and quantify the risk exposure within a client’s portfolio.
Alerts
Gain real-time, actionable insights powered by firm- and client-specific data.
CLIENT MANAGEMENT
Command all of client data from one place
Manage activities at the account, household, branch, or advisor level. Create, update, merge, or reassign client data with ease, and deactivate records as needed. Personalize service and streamline operations without adding hours to your day.
FIRM ADMINISTRATION & COMPLIANCE
Achieve full visibility across all areas of the practice
Monitor key performance metrics such as portfolio returns, asset allocation, and top holdings, while also staying informed on compliance activity through approval queues and audit reports. Maintain visibility into critical operational data including user entitlements, advisor productivity, and client growth trends. When it is time to report, generate comprehensive compliance documents in minutes to meet regulatory requirements.
CircleBlack has become the nucleus for our Fintech, allowing us to aggregate everything into one dashboard. What drew me to CircleBlack was its intuitive User Interface. This is the foundation we could build all other Fintech software in and through. In short, it is our home base.
Cole Laughton
Investment Advisor and Principal
Diversified Capital Group
Frequently asked questions
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