At it's core, the Circle of Wealth system is designed as a storyboard to be presented to your client. Great care has been taken in order to provide both a feature rich interface for the advisor using the software, as well as a simplified one so as not to over complicate things for the client viewing the presentation. Enter the Integrated Toolbar.
In this video you will learn:
- How to access the Integrated Toolbar
- How to utilize the Integrated Toolbar