Circle of Wealth® NextGen
Discussing topics related to the Circle of Wealth® NextGen software released February 2019.
Getting Started
Configuring Your Settings
How To Videos
- 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
- NextGen Send Communication Profile Code via CP Gateway