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EVENTS
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PLANS FOR ALL LEVELS.

WeathLogix™ is designed for every agent or advisor. Whether you are just starting out or well-established in your career, we've priced our tools so that anyone can use them.

All plans start with a 7-day free trial

  • No software to buy or install
  • No start-up fees
  • No tiered access
  • No upselling for new features and development

INDIVIDUAL PLANS

Monthly

Get Started

$129

per month/user, billed monthly

Built to help you optimize your clients' journey

  • Unlimited scenarios, reports, and presentations
  • Dynamic, interactive graphs and charts
  • Customizable reports and presentations
  • Comparative analysis
  • Historical simulations
  • Tax Scorecard
  • Retirement Buffer
  • Policy Comparison (coming soon)
  • Share web-versions of your presentations (PDF reports coming soon)
  • Email, phone, and chat support
  • Price lock! As long as your subscription is active, your price is locked

Annual (23% Savings!)

Get Started

$99

per month/user, billed annually

Built to help you optimize your clients' journey

  • Unlimited scenarios, reports, and presentations
  • Dynamic, interactive graphs and charts
  • Customizable reports and presentations
  • Comparative analysis
  • Historical simulations
  • Tax Scorecard
  • Retirement Buffer
  • Policy Comparison (coming soon)
  • Share web-versions of your presentations (PDF reports coming soon)
  • Email, phone, and chat support
  • Price lock! As long as your subscription is active, your price is locked

TEAM PLANS

Perfect for teams of 4-6 users

Monthly

Get Started

$387

per month, billed monthly

Built to help you optimize your clients' journey

  • Unlimited scenarios, reports, and presentations
  • Dynamic, interactive graphs and charts
  • Customizable reports and presentations
  • Comparative analysis
  • Historical simulations
  • Tax Scorecard
  • Retirement Buffer
  • Policy Comparison (coming soon)
  • Share web-versions of your presentations (PDF reports coming soon)
  • Email, phone, and chat support
  • Price lock! As long as your subscription is active, your price is locked

Annual (25% Savings!)

Get Started

$297

per month, billed annually

Built to help you optimize your clients' journey

  • Unlimited scenarios, reports, and presentations
  • Dynamic, interactive graphs and charts
  • Customizable reports and presentations
  • Comparative analysis
  • Historical simulations
  • Tax Scorecard
  • Retirement Buffer
  • Policy Comparison (coming soon)
  • Share web-versions of your presentations (PDF reports coming soon)
  • Email, phone, and chat support
  • Price lock! As long as your subscription is active, your price is locked

Enterprise Solutions

Are you an IMO/BGA or a carrier? Interested in making WealthLogix™ available for your agents? Talk to us!

385.374.9100

Drop us a line at hello@wealthlogix.com or send us a note below.