Be a Trusted Financial Expert
Discover How the Circle of Wealth® Can Benefit You
The Circle of Wealth® offers tools and coaching to manage your clients' financial complexities and show how your strategies align with their goals. The system includes presentation software, calculators, and a proven 10-Step client process, all backed by ongoing coaching and training for your success.
Discovery Steps
Learn More
Scroll down to view short presentation demos, watch the replay of our top client case study, and check out the FAQs.
Test Drive
Test drive the Circle of Wealth® with our 14-day free trial. Explore all the features and tools with no commitment.
Short Video Demos
FAQs
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Can multiple users share a subscription? Answer: Circle of Wealth® is licensed to individual “producers” and each “producer” using our system must have their own subscription. For teams of 5+, we do offer group plans.
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What are the subscription fees? Answer: We offer $119 Monthly and $1,199 Annual plans — new subscriptions have a one-time $500 startup cost. Review Pricing
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Do you offer discounts? Answer: Yes, if you pay annually the cost is discounted $229 per year.
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Can I test drive the tools before I pay for a subscription? Answer: Yes, we offer a 14-day free trial.
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Will I be automatically charged when I complete my free trial? Answer: No, a credit card is not required to start a free trial.
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What is your cancellation policy? Answer: If you are within the first 30 days of your initial purchase, we will issue a full refund. After 30 days there are no refunds. Simply contact our support team to request a cancellation.
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What are the Circle of Wealth® system requirements? Answer: The software runs on Window, macOS, iOS, Android, the Internet and most mobile operating systems with data synced via our cloud server.
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What if I have more questions? Contact us by phone at 321-369-9470, email at [email protected], or through our online contact form.
Don't see your question? Call 321-369-9470 Option 1
Ways to Learn More
Discovery Webinar
Watch successful advisors share how they use the Circle of Wealth®'s client process and presentation tools to serve more clients.
Private Demo
Not sure if the Circle of Wealth® is the right fit for you? Arrange a private demo to receive answers to your specific questions.
14-Day Free Trial
Discover the benefits of the Circle of Wealth® by trying out its tools and coaching. Sign up for a 14-day free trial with no credit card required.