COW Subscription

  • MoneyTrax offers a 30-day money-back guarantee.  After the 30-day period, all subscription payments are non-refundable.  
  • Monthly subscription option: $999 billed to your credit card upon sign up, then $99 per month each month thereafter.  
  • Annual subscription option: $1,899 billed to your credit card upon sign up, then $999 per year each year thereafter. 
  • Both subscription options require continuous payments. Re-start requires start-up fee.
  • A Circle of Wealth® system subscription is a license to a single advisor* and may not be used by any other advisors.
  • All subscription pricing are subject to change.

*An advisor is defined as a person who presents the Circle of Wealth® software in the process of offering financial advice and financial products.  This includes, but is not limited to, associates in the same office, team members, family members, partnerships, etc.

PEM Subscription

  • Membership fee will be collected immediately and each month thereafter until the membership is cancelled by contacting MoneyTrax customer support at (321) 369-9470 Option 2.
  • We offer a 30-day money-back guarantee.  After the 30-day period, all fees collected are non-refundable.
  • Service is web-browser-based and requires an active Internet connection to operate.