Case Study: Toth Capital Management achieves 100% client retention and 50% less back-office work with CircleBlack

Toth Capital Management cuts back-office work 50% with CircleBlack

Toth Capital Management, a breakaway wealth management firm serving high-net-worth clients, needed a consolidated tech stack to manage portfolios, reporting, and client engagement efficiently. As a small startup, they sought a platform that would improve back-office operations and provide a high level of service, moving away from the clunky, impersonal systems common in the industry. They chose to implement the CircleBlack wealth management platform to meet this challenge.

By implementing CircleBlack, the firm integrated its account management, reporting, and client communication into a single, secure platform. The solution provided dynamic reporting, a customizable client portal, and easy integrations, which dramatically improved efficiency and client service. The results for Toth Capital Management were a 100% client retention rate, the ability to conduct over 90% of its business on one platform, and a 50% reduction in back-office work. CircleBlack enabled the two-person firm to operate at a disruptive level within the wealth management space.

Toth Capital Management