Screenshots

Description

The Circle of Wealth® is a system that significantly improves the level and quality of communication between financial advisors and their clients. The supporting applications excel as “Visual Storyboards” to help the advisor clearly communicate the many ways to improve the efficiency of a client’s wealth during accumulation and retirement distribution. The visual storyboards cover over 100 individual financial concepts such as taxes, qualified plans, mortgages, college funding, savings plans, insurance protection, retirement planning, and many more.

What’s New

Version 2019.5.16

Added contact import from legacy cow and csv files.
Added contact data tab for quick data entry and client review.
Updated RRON and fixed TVM calculator for iOS.

Ratings and Reviews

5.0 out of 5
2 Ratings

2 Ratings

Miles Lacey ,

This app is really good it helps me a lot

This app is really good it helps me a lot you should get it

donsbuddy ,

Great app

Great app thank you so much for making this app

Information

Seller
Jeff Hopper
Size
50.8 MB
Category
Business
Compatibility

Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Languages

English

Age Rating
Rated 4+
Copyright
© 1994-2019 MoneyTrax, Inc.
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

You May Also Like