Circle of wealth software. The Circle of Wealth® is a system that significantly improves the level and quality of communication between financial advisors and their clients. The system is a proven combination of a step client consultation process and an extensive suite of supporting software applications. The step client process.

Circle of wealth software

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Circle of wealth software. (from the back) Former coach and professional educator Don Blanton is owner and president of MoneyTrax INc, a company dedicated to the development of innovative communication tools for professionals in the financial services industry. MoneyTrax, Inc., and the "Circle of Wealth" system were founded in to help.

Circle of wealth software


Using cutting-edge technology, CircleBlack is a simple, secure, powerful platform for both Advisors and Investors. CircleBlack Advisor acts as a hub, giving your firm and advisors the tools needed to efficiently drive business forward while building more rewarding relationships with clients. CircleBlack is a mobile personal wealth management technology that puts your whole portfolio at your fingertips. Sending you alerts when your finances are affected and personalized Insights based on your portfolio so you have more knowledge about your money.

CircleBlack watches your wealth so you can live your life. Everything you have in one place. All your accounts, your work k , even your Paypal. We pull it all together. You can always see how you are doing. Track your whole portfolio, group accounts into goals or track individual accounts. Worried about interest rates, China, the last market drop or any other financial issues? Short, digestible content from industry experts selected just for you based on your portfolio and expressed needs.

Know more about what is important to you. Set long or short-term goals. We will let you know if something changes or if you drift off track. CircleBlack through Insights and Wealth Alerts provides you knowledge based on your portfolio so you can make strong decisions with your money. Check on your performance or exposure or just see your total number? With CircleBlack you can do all that and more on your phone, tablet and computer. Your wealth when you want it.

Set goals for retirement, college or just that boat you always wanted. Chose the timeline and accounts and we will watch it for you. If you start to drift we will let you know! Start Your Free Trial Today! The CircleBlack App CircleBlack is a mobile personal wealth management technology that puts your whole portfolio at your fingertips. Download the CircleBlack App Today. Heard about how the market dropped in the news?

Want to see a break down of your portfolio by country? Goals Set goals for retirement, college or just that boat you always wanted. Enter your email to get the latest from CircleBlack when you subscribe to the blog.


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