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.
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
This app is really good it helps me a lot
This app is really good it helps me a lot you should get it
Great app thank you so much for making this app
With Family Sharing set up, up to six family members can use this app.