Pricing
$400 Start-up Cost + Subscription (Pick One Below)
Monthly Subscription
for new members
$99
per person, per month
Software subscription
New Member On-boarding Webinar
Getting Started Video Tutorial
Support Team to Help You Get Started

+Everything included with PRO Subscription (here to review)
Annual Subscription
for new members
$999
per person, per year
Software subscription
New Member On-boarding Webinar
Getting Started Video Tutorial
Support Team to Help You Get Started

+Everything included with PRO Subscription (here to review)
MoneyTrax offers a 30-day money-back guarantee
Key Features
  • A proven, repeatable Client Process
  • Scripts for every screen including key questions to deliver an effective presentation
  • Coaching and Training to ensure your success
  • Marketing Resources to support your online presence and build your trusted brand
  • Intuitive Presentation Software:
    • 100+ presentations with presenter notes
    • Space-bar-simple so you can present today
    • A unique single-screen presentation showing a family’s entire financial picture
    • Powerful retirement readiness calculation
    • In-depth financial forecasting and reporting program
    • Custom builder tool to assemble your own presentations
  • Success Team available to answer questions and offer coaching
  • Community of Thousands of successful advisors

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Financial Forecasting Tool to Prove Your Recommendations
Set yourself apart by educating, not selling, your clients and prospects on their overall financial picture
and how your recommendations benefit their long term financial goals. 
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Become a Trusted Financial Expert

(321) 369-9470   |   hello@moneytrax.com  |  1498 SE Tech Center Place, Ste. 385, Vancouver, WA 98683

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