• 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 a 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.
  • All subscription pricing are subject to change.