FAQs
Frequently Asked Questions re: NextGen
- Circle of Wealth abbreviations and acronyms
- How do I load the PEM background into my Zoom as my virtual background?
- Cow Desktop Software - Key Board Shortcuts
- 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