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  1. Circle of Wealth Support
  2. Circle of Wealth® NextGen

Circle of Wealth® NextGen

Discussing topics related to the Circle of Wealth® NextGen software released February 2019.

Getting Started

  • NextGen Download the Software
  • NextGen Activate Software - Send Us Your Logo & Picture
  • NextGen Overview
  • NextGen Dashboard & Navigation Quick Tour
  • Circle of Wealth - Broker-Dealer Compliance

Configuring Your Settings

  • NextGen Updating Disclosure Statement
  • NextGen Custom Settings

How To Videos

  • NextGen Retirement Ready or Not Show Company Match
  • NextGen - Retirement Ready or Not Functionality Walk-Through
  • NextGen - How to Change Target Culture to Canadian in NextGen
  • NextGen Draw Tool Tutorial
  • NextGen Help Available on Every Presentation Screen
  • NextGen Pop-up Presentations & Screens
See all 11 articles

Importing into NextGen

  • NextGen Importing Contacts via CSV File
  • NextGen How to Import & Export Custom Presentations
  • NextGen Exporting Legacy Custom Presentation & Importing into NextGen

NextGen Spending Game

  • How do I get Spending Game in NextGen?
  • When will Spending Game be added to NextGen?

FAQs

  • How do I access NextGen?
  • How much does NextGen cost?
  • What does my Login Error Message mean?
  • Can I still use my Legacy version of the Circle of Wealth® for Microsoft Windows?
  • Will my Communication Profile clients and reports come over from the Legacy version to NextGen?

Release Notes & Videos

  • NextGen 2019 Spring Release
  • Training from the Top Highlight of NextGen

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