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.