NextGen - Circle of Wealth®
Help articles for the NextGen Circle of Wealth® software.
Getting Started
Configuring Your 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
FAQs
Import / Export
- Import /Export Overview
- Import Contact via a Legacy COW file
- Import Contacts via a CSV File
- Import Legacy Custom Presentation
- Import Legacy Spending Game
- Export Contact