Circle of Wealth®

3.8
7 reviews
100+
Downloads
Content rating
Everyone
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About this app

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.
Updated on
Sep 7, 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
App activity
Data is encrypted in transit
Data can’t be deleted

Ratings and reviews

3.6
6 reviews
A Google user
March 5, 2019
Love the software. this app would work way better on a tablet than on a phone. I'm unabe to zoom in while using the PEM or Retirement Ready or Not. Nice to have a back up in my pocket though for those spur of the moment, "Well, would you like to see something quick?" moments.
Did you find this helpful?
A Google user
February 15, 2019
We're all loving the new NextGen mobile Circle of Wealth. But, I am a bit biased. Hope you enjoy it as well!