At MoneyTrax, We Are Passionate About Helping People Discover How to Guarantee that What they Want to Happen - Will Happen.

MoneyTrax, Inc was founded in 1994 by Don Blanton and has gained national recognition for its unique planning process and easy-to-use client-centered financial software. 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.

Thousands of the country's top producers have experienced tremendous growth both professionally and in their production due to our client centered focus and simple to understand process. MoneyTrax offers you much more than simply software or another sales system. We have built a strong reputation as the top training firm in the industry today.

The MoneyTrax team continues to enhance the value and effectiveness of the system by listening to the needs of advisors throughout the country. We are always taking that feedback and integrating new presentation modules and features, state-of-the-art training programs, and a wide array of communication tools to help the advisor stand out and help their clients accumulate wealth. We're passionate about what we do and we think it shows.