MoneyTrax offers a 30-day money-back guarantee. After the 30-day period, all subscription payments are non-refundable.
A Circle of Wealth® system subscription is licensed to a single advisor* and may not be used by any other advisors. *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.
Subscribers utilizing the Circle of Wealth® software agree to the Circle of Wealth® Licensing Agreement (linked here).