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What do I get by renewing my support subscription?


Your system renewal includes:

Desktop version:

  • Circle of Wealth® system: The complete desktop software package with all applications, resources, and imbedded help and training
  • Dedicated Phone & E-mail Support: Technical support for licensed advisors provided by our highly trained and dedicated in-house staff. If advisor questions go beyond the functionality of the software, MoneyTrax utilizes a volunteer professional advisor to assist with client scenario based questions.
  • Software Updates: Software updates as they are released throughout the year.
  • Access to our exclusive Members Website.

PRO Level Subscription:

All of the advantages of the Desktop Renewal, Plus

  • Access to our Video Hosting embed codes. You can place our prospecting and vignette videos right on your website.  Show them all, or choose a few!
  • ICOW, the web based version of our Presentation tools. Use this tool to show a presentation on your portable web enabled device.
  • Access to the entire library of COW Tales. Hundreds of recordings, ready to stream, to help give you additonal insight into how to converse with your clients.
  • Unlimited Access to the Client Profiles. This tool allows you to discover how your clients make decisions and use this information to better prepare your presentations.
  • Quarterly Client Case Study Webinars: Each quarter a practicing licensed advisor walks through a personal client consultation over two sessions and demonstrates how they used the Circle of Wealth® system to benefit their client's financial situation.
  • Training from the Top Educational Webinars: Every other month, a practicing advisor and professional MoneyTrax trainer host an interactive webinar discussing practical and effective uses of the Circle of Wealth® system.
  • MoneyTrax Take Note allows you to track the screens you have shown a client as well as capture screenshots that are important to your conversations.
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