1. Circle of Wealth Support
2. NextGen - Circle of Wealth®
3. FAQs

FAQs

Frequently Asked Questions re: NextGen

• 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?