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MoneyTrax: Client-Centered Financial Software

September 4, 2012
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MoneyTrax, Inc.  has gained national recognition for its unique planning process and easy-to-use client-centered financial software known as the Circle of Wealth® system. While there are many software and communication tools written for the financial professional, there is little available in the financial services industry written from the client’s perspective. This one is. A financial…

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