USAWealthLogix
From a Failed Build to a Category-Leading Platform
Rebuilt a failed IUL and FIA presentation platform from the ground up into the industry's most interactive financial-modeling tool for insurance agents and advisors.
The Problem
The founder had already been through a build with a prior development team — it failed, leaving no usable product and no confidence external partners could deliver
Advisors needed to present complex retirement strategies (IUL, FIA) live, in real time, in front of clients — static PDFs and spreadsheets were not cutting it
Comparing insurance-based strategies against traditional investment vehicles required serious financial modeling: comparative analysis, historical simulation, tax impact — far beyond a typical CRUD SaaS build
No existing platform let advisors adjust assumptions live in a client meeting and see the impact instantly
The product needed to work for both 30-year veterans and advisors new to the technology, without a steep learning curve
What We Built
Comparative Analysis Engine
Compare an IUL against up to three other financial vehicles side by side — accumulation, distributions, legacy value, fees, even rate-of-return equalization.
Historical Simulation Module
Stress-tests a strategy across dozens to hundreds of real historical rolling market periods using a proxy asset, surfacing both hidden upside and hidden weaknesses.
Index Strategy Analyzer
Visualizes how annual reset, guaranteed floors, and performance multipliers actually play out — across 1, 2, or 3-year index strategies with varying cap and participation rates.
Tax Scorecard
Models the tax impact of qualified/pre-tax retirement plans over a client’s full retirement, including Social Security effects, compared against conversion strategies.
Retirement Buffer & Income Foundation Tools
Demonstrates sequence-of-return risk and compares guaranteed vs. market-based income strategies with side-by-side success-probability modeling.
Branded, Shareable Presentations
Advisors can theme their presentation, toggle which metrics to show, and generate a client-ready web link or PDF in minutes.
How It Works
Live Scenario Building
Advisor builds a strategy scenario in real time, in front of the client — no pre-built static slides.
Instant Recalculation
Every adjustment — rates, time horizons, comparison vehicles — recalculates and re-renders instantly across every module.
Client-Ready Output
Advisor shares a branded, secure web link or generates a PDF the client can review after the meeting.
The Result
Senior Engineering Team
Rebuilt the platform after a prior vendor’s build failed to deliver production quality.
Rebuild to Production
From complete ground-up architecture to a fully-featured platform in active daily use.
Policies Closed by Advisors
Advisors report closing $400,000 and $500,000 FIAs within their first two appointments using live scenario-building.
“I’ve used a lot of software in 27 years in this business — WealthLogix is the easiest I’ve found at this level of sophistication.”
Bill M.
WealthLogix Member
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Need a Platform Built Around Complex Domain Logic?
Let’s talk about the engineering behind your product — whether you’re starting fresh or recovering from a build that didn’t work out.