Become a Successful Trusted Expert

Pricing

Member Login

RESTART NOW

Presentation Software & Advisor Coaching to Help You

Become a Trusted Financial Expert

& start changing lives

Presentation Software & Advisor Coaching to Help You

Become a Trusted Financial Expert

& start changing lives

Restart Pricing

Monthly Subscription

$99*

per person, per month

*(+ $200 Restart Fee)

Software subscription
New Member On-boarding Webinar
Retirement Ready or Not Training
Getting Started Video Tutorial
Support Team to Help You Get Started
+Everything PRO Subscription (here to review)

RESTART - $299

Annual Subscription

$999**

per person, per year

**(Restart Fee Waived)

RESTART - $999

MoneyTrax offers a 30-day money-back guarantee

Tools to Differentiate Your Service

We provide you with the TOOLS, the PROCESS and the COACHING to deliver reliable financial strategies to your client ...

PRESENTATION TOOLS: 100+ presentations for every financial discussion; accessible from every device with data synced in the cloud

CLIENT PROCESS: A proven repeatable client process that identifies viable prospects & converts your prospects into clients that implement

COACHING & TRAINING: Embedded training, live coaching, online courses, webinars, podcasts & more

SCRIPTS: Word-for-word talk-tracks for every screen with key questions to deliver an effective presentation

CASH-FLOW TOOL: Comprehensive cash-flow tool to show how your recommendations benefit your clients' financial goals

SCHEDULE A DEMO

Ways to Learn More

▶ WHAT'S COW?

▶ SCHEDULE DEMO

▶ START A FREE TRIAL

Sign-up for our weekly Quick Concepts

See the Circle of Wealth® in action!! Our two minute videos are packed with insights that you can apply today.

NAVIGATE

DISCOVERY

TRAINING

CONTACT

Become a Trusted Financial Expert