This app is really good it helps me a lot
This app is really good it helps me a lot you should get it
Great app
Great app thank you so much for making this app
Free
About
This app enhances communication between financial advisors and clients by providing visual storyboards. It clarifies over 100 financial concepts for wealth accumulation and retirement distribution planning.
✓Visual storyboards for financial concepts
✓Improved advisor-client communication
✓Covers wealth accumulation strategies
✓Explains retirement distribution planning
✓Illustrates over 100 financial topics
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What's New in Circle of Wealth®
2026.4.22
April 22, 2026
Tax rate and statistics updates for 2026 Several tweaks and bug fixes
User reviews
FAQ
What is Circle of Wealth® used for?
Circle of Wealth® is a system designed to significantly improve communication between financial advisors and their clients. It uses visual storyboards to clearly explain over 100 financial concepts related to wealth accumulation and retirement distribution.
Is Circle of Wealth® free to use?
Yes, Circle of Wealth® is available for free. The app is listed as 'Free' and does not indicate any in-app purchases or subscription fees.
What financial topics does Circle of Wealth® cover?
Circle of Wealth® covers a wide range of financial topics, including taxes, qualified plans, mortgages, college funding, savings plans, insurance protection, and retirement planning, among over 100 individual concepts.
What devices is Circle of Wealth® available on?
Circle of Wealth® is supported on iPhone, iPad, and iPod devices. It is designed for Apple's mobile operating system.
How often is Circle of Wealth® updated?
The latest version of Circle of Wealth® is 2026.3.2, which was last updated on March 3, 2026. This indicates a very recent update.
What is the user rating for Circle of Wealth®?
Circle of Wealth® has a high user rating of 4.8 stars, based on 5 ratings. This suggests a very positive reception from its users.
Does Circle of Wealth® have ads?
No, Circle of Wealth® does not contain advertisements. The app is listed with 'hasAds' as false, meaning it is ad-free.
What is the age rating for Circle of Wealth®?
Circle of Wealth® has an age rating of 4+. This means it is suitable for users aged 4 and above.
