Client Focused System
The Circle of Wealth® system is built based on the feedback from thousands of advisors who have been using our client process and presentation tools for over 20 years (click here to learn more)
Start Your Free Trial
Get free access to the Circle of Wealth® members website where you can review the resources and training included with a membership and temporary access to the software (click here to get access now)
Kick-Start Training
Learn the Circle of Wealth® proven sales process and the presentation tools and scripts. Walk away with sales tips, scripts and visuals you can use right away. (click here to learn more)
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…]
Why Advisors Choose MoneyTrax
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