WealthLogix™ 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
$149
per month/user, billed monthly
Built to help you optimize your clients' journey
$119
per month/user, billed annually
Built to help you optimize your clients' journey
Perfect for teams of 4-6 users
$447
per month, billed monthly
Built to help you optimize your clients' journey
$357
per month, billed annually
Built to help you optimize your clients' journey
Are you an IMO/BGA or a carrier? Interested in making WealthLogix™ available for your agents? Talk to us!
Drop us a line at hello@wealthlogix.com or send us a note below.
Individual plans are $149 a month billed monthly, or $119 a month billed annually, a 20% savings.
Team plans for 4-6 users are $447 a month billed monthly, or $357 a month billed annually.
IMOs, BGAs and carriers can contact us about enterprise pricing. See Plans for everything that's included.
Yes. Every plan starts with a 7-day free trial. Unless you cancel before it ends, it converts to the plan you chose.
No. No software to buy or install, no start-up fees, no tiered access and no upselling for new features. Every plan includes every module.
As long as your subscription stays active, your price stays locked. If our prices go up later, yours doesn't.
Yes. Cancellation takes effect at the end of your current billing period. Fees already paid aren't refundable, except where the law requires it.
Licensed life and annuity agents and financial advisors, from one-person shops to teams. Team plans cover 4-6 users.
IMOs, BGAs and carriers can make WealthLogix available to their agents. Talk to us about an enterprise arrangement.