Leave a Review Circle of Wealth®
This app is really good it helps me a lot
This app is really good it helps me a lot you should get itMiles Lacey
Great app
Great app thank you so much for making this appdonsbuddy
Circle of Wealth®
- Versions
- Price History
- Description
- FAQ
Version History of Circle of Wealth®
2024.9.7
September 8, 2024
Various minor UI tweaks and bug fixes based on member feedback.
2024.7.27
July 28, 2024
PEM screen starts with all tanks visible. Mortgage 101 has minor text tweaks for clarity. Spending Game accounts screen has a few label tweaks for consistency. Fixed an issue migrating FGPS illustration based annuity accounts to Spending Game scenarios.
More2024.4.13
April 14, 2024
Tax rates updated for TY 2024
2024.3.19
March 20, 2024
Side-by-Side PEM view in Financial GPS PEM 101 Storyboard Reporting improvements and bug fixes
More2024.1.27
January 28, 2024
Official 2024 release. Includes a new greatly enhanced Financial GPS, Capital Equivalent Value, and IUL Cost Comparison calculator storyboards.
2023.7.12
July 13, 2023
Several minor storyboard tweaks and bug fixes.
2023.5.7
May 8, 2023
Updated rates and thresholds to Tax Year 2023 Several bug fixes and tweaks
2023.2.27
February 28, 2023
Continued integration of Financial GPS storyboard plus a few bug fixes.
2023.2.14
February 14, 2023
All new 2023 framework and tools including the Financial GPS storyboard. Check out the help file for a full listing of what's new for 2023.
2022.8.5
August 9, 2022
Added TSX Total Return and updated TSX Composite returns. Spending Game and Mortgage Master updates. Bug fixes and tweaks based on member feedback.
MorePrice History of Circle of Wealth®
Description of Circle of Wealth®
The Circle of Wealth® is a system that significantly improves the level and quality of communication between financial advisors and their clients. The supporting applications excel as “Visual Storyboards” to help the advisor clearly communicate the many ways to improve the efficiency of a client’s wealth during accumulation and retirement distribution. The visual storyboards cover over 100 individual financial concepts such as taxes, qualified plans, mortgages, college funding, savings plans, insurance protection, retirement planning, and many more.
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Circle of Wealth®: FAQ
Does Circle of Wealth® offer an iPad version?
Yes, Circle of Wealth® has support for iPad devices.
Who is the app developer of Circle of Wealth®?
Jeff Hopper developed the Circle of Wealth® app.
What’s the minimum iOS version supported by the Circle of Wealth® app?
The minimum supported iOS version for the app is 12.0.
What is the overall user rating for Circle of Wealth®?
With a rating of 4.8 out of 5, Circle of Wealth® is one of the top-rated apps in its category.
What’s the app category of Circle of Wealth®?
The Main Genre Of The Circle Of Wealth® App Is Business.
What is the latest version of Circle of Wealth®?
The latest Circle of Wealth® version released is 2024.9.7.
What is the latest update date for Circle of Wealth®?
The last update for Circle of Wealth® was on October 2, 2024.
Could you provide information on the release date of Circle of Wealth®?
Circle of Wealth® was first released on February 5, 2023.
What is the age rating of Circle of Wealth®?
This app is appropriate for all ages, with no offensive or inappropriate content.
What are the languages supported by Circle of Wealth®?
Circle of Wealth® is available in American English.
Is Circle of Wealth® accessible through Apple Arcade's subscription model?
Unfortunately, Circle of Wealth® is not on Apple Arcade.
Does Circle of Wealth® allow for in-app purchases?
No, Circle of Wealth® does not allow for in-app purchases.
Can I use Circle of Wealth® with Apple Vision Pro?
No, you cannot use Circle of Wealth® with Apple Vision Pro.
Are ads featured prominently in Circle of Wealth®?
No, ads are not featured prominently in Circle of Wealth®.
Screenshots of Circle of Wealth®
