Proven 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)
Free Trial to Members Website
Get free access to our training videos, client-ready documents, presentation scripts, marketing videos and more (click here to get access now)
Annual Advisor Conference
Join us on January 3-5, 2019 in Orlando, FL. COW College is one of the most unique & exciting sales training events in the industry today! (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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