Circle of Wealth®
by MoneyTrax, Inc.
Software to help financial advisors communicate with their clients.
| App Name | Circle of Wealth® |
|---|---|
| Developer | MoneyTrax, Inc. |
| Category | Finance |
| Download Size | 22 MB |
| Latest Version | 2025.4.12 |
| Average Rating | 3.60 |
| Rating Count | 6 |
| Google Play | Download |
| AppBrain | Download Circle of Wealth® Android 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.
Recent changes:
Tax rate and threshold updates for TY 2025
Several Spending Game updates
FGPS bugfixes
Recent changes:
Tax rate and threshold updates for TY 2025
Several Spending Game updates
FGPS bugfixes
