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.

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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.

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Upcoming Events

Check out our upcoming training opportunities and schedule a call with a MoneyTrax Coach to answer any questions.

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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