Free tools
A quick retirement check gives visitors a first look before they register.
Show it liveMake retirement planning concrete before the first meeting.
WealthCircle lets people test scenarios with visible assumptions, organize their goals and bring an adviser a pack they approved.
Watch a member walkthrough. Then try the live demo yourself.
Open the live demoSound familiar?
Retirement questions feel abstract, so prospects stall.
You explain the same concepts in every first meeting.
Goals, dates and beneficiaries are scattered.
Appointments start unprepared.
A forecast gets mistaken for a guarantee.
When planning stays abstract, people put it off, and the ones who do book arrive without their numbers. Your first meeting becomes a lesson, not a plan.
And a projection that someone reads as a promise is a problem for everyone. Visible assumptions protect your clients and you.
Your own retirement education home, with your name on it.
Here is how the platform takes those problems on, and you can click through every screen in the live demo.
Compare the broader options for insurance and financial membership websites.
Scenario tools
A Retirement Scenario Studio, Income Gap Explorer and Savings Rate Solver show their assumptions, so results are reproducible.
Show it liveRetirement learning
Three paths and ten lessons cover foundations, income planning and preparing for an adviser.
Show it liveGoals dashboard
Goals, a timeline and a beneficiary checklist live in one private place.
Show it liveAdviser conversation
Members build an Adviser Conversation Pack and approve it before it is sent.
Show it liveSource-approved content
Content is approved against sources before it publishes, and AI answers stay inside it.
Show it liveWant WealthCircle under your brand?
Tell us about your business and we will scope it. Every project gets its own custom quote.
Not a calculator. A prepared conversation.
Assumptions on screen
Every scenario shows its assumptions, so results can be reproduced and checked.
Education, not advice
The platform teaches and organizes. It does not recommend products or promise outcomes.
Consent first
Members approve the adviser pack before it is sent.
AI in its lane
A guide answers from approved material, is labeled as AI, and never calculates or invents a number.
You own it
Your brand, your domain, your member list.
Quick to start
We start from a working platform and shape it around your practice.
Built to support your marketing.
These are tools the platform gives you. How you use them is up to you.
A free check as your lead magnet
Visitors get a first result before they register.
Free tools
Public tools deliver value before anyone signs up.
A free Explorer tier
People can start free and move up to a Planner plan.
Events on a calendar
Sessions give you something to announce every week.
Education engagement views
See who is learning and who has gone quiet.
Consented adviser requests
Members choose to share a pack, so meetings start prepared.
This is education. It supports your marketing and does not replace it, and it never recommends products or promises returns. Results depend on your audience and your effort.
See it in action.
Walk in as a member, then as the owner, and click through every screen yourself.
See nine more screens and the owner tour
Questions, answered.
Do I need to be technical?
No. We shape the platform around your brand and set it up with you. You run it from the owner workspace.
Is this financial advice?
No. It is education and planning tools. Results are illustrations based on the assumptions shown, not advice or guarantees.
Does it connect to InsuranceOps?
It is designed to pair with InsuranceOps for relevant licensed workflows. The handoff in the demo is simulated today.
Can I try it first?
Yes. The live demo is open to anyone. Use the Demo menu to switch between the public site, a member and the owner, or start the guided tour.
How much does WealthCircle cost?
Every project is scoped and quoted, so this page shows no price. Request a custom quote or call (561) 287-3456.
The other membership platforms.
Twenty-seven more platforms for different niches. Find the closest fit, or tell us what you need.
Insurance agents and agenciesExplore ProtectCircle
Credit repair businesses and credit educatorsExplore CreditCircle
Business funding brokers and financing consultantsExplore FundingCircle
Tax preparers, bookkeepers and accounting practicesExplore TaxCircle
Wealth and retirement planning firms who educate people before an advisory conversationExplore AdvisoryCircle
Capital advisors and business-funding firmsExplore Capital Commons
Creators, influencers, podcasters and public personalitiesExplore CreatorCircle
Life, business, career and mindset coachesExplore CoachCircle
Educators, course creators and training businessesExplore LearnCircle
Sales trainers, dealership coaches and sales organizationsExplore SalesCircle
Associations, sororities, professional groups and chambersExplore MemberCircle
Fitness and wellness coaches and lifestyle communitiesExplore WellnessCircle
Law firms, legal educators and attorney networksExplore LegalCircle
Real estate brokerages and agents who guide buyers and sellers through a moveExplore EstateCircle
Property managers and rental owner services who educate owners before a management conversationExplore PropertyCircle
Mortgage lenders and loan officers who educate buyers before an applicationExplore MortgageCircle
Dental practices and dental groups that want patients to arrive preparedExplore DentalCircle
Care groups and health practices that want people to arrive organized and share nothing privateExplore HealthCircle
Boutiques and specialty retailers that want shoppers to share only what they chooseExplore RetailCircle
Remodelers and builders who educate homeowners before a site visitExplore BuildCircle
Gyms, studios and training clubs that want new people to plan a first week they can stick toExplore FitnessCircle
Hotels, resorts and boutique stays that want guests to plan before they bookExplore HospitalityCircle
Charter businesses building a returning guest communityExplore Cast Club
Venues and event businesses building repeat participationExplore Gather Table
Pet-care businesses building a member communityExplore Good Paws Club
Restoration businesses offering preparedness educationExplore Restore Ready
Guides, outfitters and outdoor communitiesExplore TrailboundReady to see WealthCircle with your name on it?
Get a custom quote, call us, or book a demo. We will show you the live platform and scope it around your business.