Circle of Wealth®
Icon Circle of Wealth®

Circle of Wealth®

by MoneyTrax, Inc.

Software to help financial advisors communicate with their clients.

App NameCircle of Wealth®
DeveloperMoneyTrax, Inc.
CategoryFinance
Download Size22 MB
Latest Version2024.9.7
Average Rating3.60
Rating Count6
Google PlayDownload
AppBrainDownload Circle of Wealth® Android app
Screenshot Circle of Wealth®
Screenshot Circle of Wealth®
Screenshot Circle of Wealth®
Screenshot Circle of Wealth®
The Circle of Wealth® is a system that significantly improves the level and quality of communication between financial advisors and their clients. The supporting applications excel as “Visual Storyboards” to help the advisor clearly communicate the many ways to improve the efficiency of a client’s wealth during accumulation and retirement distribution. The visual storyboards cover over 100 individual financial concepts such as taxes, qualified plans, mortgages, college funding, savings plans, insurance protection, retirement planning, and many more.

Recent changes:
Various minor UI tweaks and bug fixes. See help file for details.

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