All of the Circle of Wealth® Presentations
Includes 100+ presentation screens with more being added every day
Client Hub & Management
Information is organized by client name. Client management center includes a list of to-dos, notes and the screens shown to your client
Presentation Builder
Create custom presentations with COW screens and imported images
Key Resources & Trainings
Links to the most popular help files, training, videos, schedules, & more:
Educational Videos <<
Featured Articles <<
Member Resources <<
Training Schedule <<
Self-study Courses <<
Live Training Events <<
Resource Documents <<
Marketing Resources<<
Spending Game
Completely new game that is easily to learn and implement. Your Spending Games are integrated with your contacts in the NextGen platform
Company & Individual Branding
Your branding includes your logo, picture and custom banner text. Set-up for you by the MoneyTrax Support Team
PC & Mobile Operating Systems
Runs natively in Windows, Mac, Android, iOS, and Browsers with your data stored locally & synced via the cloud
New Member Coaching
>>Online Production Accelerator Course ($500 value)
>>Attendance to a Kick-start Training for $99 (saves $401)