software

Proven Client Focused System

The Circle of Wealth® system is built based on the feedback from thousands of advisors who have been using the system for over 20 years.

cc

Extensive Advisor Training

The Circle of Wealth® system includes all the training resources an advisor needs to get up to speed with the system quickly.

pem

Get Started Today!

Advisors can learn more about our software, training programs, and marketing support by registering for the advisor member site.

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...]
Learn More

Are you a financial professional or organization interested in learning more?

Click the 'Learn More' button to register and login to the MoneyTrax Advisor Member Site.

Learn More