Proven Client Focused System

The Circle of Wealth® system is built based on the feedback from thousands of advisors who have been using our client process and presentation tools for over 20 years (click here to learn more & buy)

Free Trial to Members Website

Get free access to our training videos, client-ready documents, presentation scripts, marketing videos and more (click here to get access now)

COW College – Register Now

January 4-6, 2018 in Orlando, FL: Our Annual Advisor Conference is where we introduce our latest client presentations, software innovations, training, marketing tools, and advanced case design ideas (click here to learn more & register

MoneyTrax, Inc. was founded in 1994 by Don Blanton and has gained national recognition for its unique planning process and easy-to-use client-focused financial software known as the Circle of Wealth® system. While there are many software and communication tools written for the financial professional, there is little available in the financial services industry written from the client’s perspective. [Learn More…]
The Circle of Wealth® is a system that significantly improves the level and quality of communication between financial advisors and their clients. The system is a proven combination of a 10-step client consultation process and an extensive suite of supporting software applications. [Learn More…]

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