Document Vault

Provide a secure, organized, and user-friendly environment for advisors and clients to share helpful content. CircleBlack's bidirectional Document Vault keeps everyone on the same page, ready to make more informed financial decisions.
Experience the difference
Document Vault

Organize and share documents securely

11%

increase in client satisfaction

$4,000+

annual savings over maintaining a ShareFile subscription

50%

faster filing of annual regulator updates

Organize and share documents securely

11%

increase in client satisfaction

$4,000+

annual savings over maintaining a ShareFile subscription

50%

faster filing of annual regulator updates

Build a comprehensive asset library to guide financial decision-making

DOCUMENT MANAGEMENT

Upload all your documents to one accessible and secure platform

Share performance reports, financial plans, invoices, tax documents, bank statements, and more. Keep your clients, their households, and the advisors at your firm aligned for success using a single repository.
SHARE & PLAY MULTIMEDIA FILES

Say more to your clients than a PDF allows

Share spreadsheets, images, and even multimedia file formats directly with your clients using the Document Vault’s built-in media player. Available through CircleBlack’s web portal and investor mobile app.
BIDIRECTIONAL SHARING

Stay in sync with your clients

From opening accounts to delivering information, make moves faster with the capability for advisors and their clients to both upload, view, and download documents securely and compliantly in web and mobile environments.
DOCUMENT TAGS

Categorize documents and edit details—without hassle

Don’t get lost in folders or piles of papers. Create custom folders and edit file names within the Document Vault, keeping your assets organized. Notifications ensure clients receive and find important updates.
Diversified Capital Group
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 the vault to access their documents.
Dani Mutz
Co-founder and CCO
Cross State Financial Group

Frequently asked questions

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Can you customize how the document vault looks?

You can choose your default view (By Household or All Documents), ensuring a tailored experience that matches your work style.

What files does the Document Vault support?

Currently, the Document Vault Supports these files:

  • Video and audio files (via link)
  • PDF (.pdf)
  • CSV (.csv)
  • Word Documents (.doc, .docx, .rtf)
  • Images (.jpeg, .jpg, .jpe, .jfif, .png, .svg, .svgz)
  • PowerPoint (.ppt, .pptx)
  • Text (.txt)
  • Excel (.xls, .xlsx)

How can I control access?

The Document Vault provides role-based access so you can ensure that the right people have the right information at their fingertips.

How secure is the Document Vault?

The Document Vault validates each new asset to ensure it is free from malicious code. If our systems detect a potentially harmful file, it will block the upload. This keeps your data secure.

Can you perform bulk uploads?

Users can drag and drop up to 20 files at a time for bulk uploading (up to 10MB).

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