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/10-scenario free trial.

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

Enterprise Solutions

Are you an IMO/BGA or a carrier? Interested in making WealthLogix™ available for your agents? Talk to us! We'll even create a customized version if needed, work with compliance, and get your agents moving with our powerful tools.

Drop us a line at or send us a note below.