- 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.