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MoneyTrax Circle of Wealth® Integration

The MoneyTrax Circle of Wealth® System is an excellent financial planning process, and Tailwind is commited to helping Circle of Wealth® System users be more efficient and effective with their new and existing clients and receive more high-quality referrals. Tailwind is proud to have been chosen by MoneyTrax to be the recommended client data collection and management system for Circle of Wealth® System users.

To learn more about MoneyTrax and the Circle of Wealth® System, go to www.moneytrax.com or call (321) 369-9470 x210.

Spending Game Integration

(Tailwind Basic & Pro)

  • Easy to Use - Choose your client's case from a list and click Get Case.
  • Saves Time - Get your client's data into the Spending Game in seconds.

 

 

 

Integrated 10 Step Sales Process

(Tailwind Pro)

  • MoneyTrax step-by-step process built into Tailwind
  • Context sensitive advisor education and training materials
  • Consistency - everything is always in the same place
  • Automatic Spending Game case file creation


 
 

Integrated 10 Questions

(Tailwind Pro)

  • Quick access to 10 Open Ended Questions (Step 1)
  • Easily review them regularly to be reminded of how best to serve your client
  • Consistency - always in the same place so you never have to look for them

 

 

 


 

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