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WealthLogix members get support by text, phone and email, plus one-on-one training and a weekly live Roundtable Session.
Call or text 385.374.9100, or email hello@wealthlogix.com.
Yes, two kinds. Members get one-on-one training with our team, and every Monday from 5:00 to 7:00 PM Eastern there's a live Roundtable Session on Zoom, just for members.
At the Roundtable, bring a case, get help on anything, or just listen in. Come and go as you like. There's no agenda. Just advisors working real cases together, and the group always elevates each other. Missed a Monday? The replays are in your dashboard.
Book a live demo and we'll walk you through it, or start a 7-day free trial and try it yourself.
Yes. Every plan starts with a 7-day free trial. Unless you cancel before it ends, it converts to the plan you chose.