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

Frequently Asked Questions re: NextGen

  • How do I load the PEM background into my Zoom as my virtual background?
  • Cow Desktop Software - Key Board Shortcuts
  • How do I change my password to the software & members site?
  • How do I import and export information into the software?
  • What does my Login Error Message mean?
  • Can I still use my the Windows Legacy Circle of Wealth®?
  • Will my Legacy Communication Profile clients and reports be available in the Current Version?
  • Circle of Wealth - Broker-Dealer Compliance

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