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.
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5.0
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What's New

Added: Feature to import contact and case data from legacy cow. Feature to import contacts via csv file from CRM or other sources. See the help file for more details
Modified: RRON data entry screen and contact dashboard UI to use toggle button to select/deselect the active contact.
Fixed a few UI bugs along the way.
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Additional Information

Updated
May 20, 2019
Size
15M
Installs
10+
Current Version
2019.5.16
Requires Android
8.0 and up
Content Rating
Everyone
Permissions
Offered By
MoneyTrax, Inc.
Developer
PO BOX 360472 Melbourne, FL 32936
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