Financial Clarity, Without the Noise
Most wealth apps are designed to sell you advisors. WealthLogic is designed to give you logic.
High-fidelity tracking without the upsells.
Bloated Apps
- Hidden fees (0.25% - 0.89% AUM annually)
- Constant credit card and loan advertisements
- Aggressive advisor sales calls
- Your data sold to financial product partners
- Heavy, cluttered interfaces with platform bloat
WealthLogic
- Privacy-focused: Your data stays in your browser
- High-speed, zero-latency calculations
- Pure utility: No sales team, no upsells
- Clean, minimalist design focused on clarity
- Professional, shareable visualizations
Side-by-Side Comparison
Primary Goal
Betterment
Automated Investing
Personal Capital / Empower
Selling Wealth Management
WealthLogic
Personalized Insights
Sales Pressure
Betterment
Medium
Personal Capital / Empower
High (Advisor phone calls)
WealthLogic
Zero (No Sales Team)
Annual Fees
Betterment
0.25% - 0.65% AUM
Personal Capital / Empower
0.49% - 0.89% AUM
WealthLogic
Flat Fee / Free Tier
Interface
Betterment
Rigid/Templated
Personal Capital / Empower
Heavy & Ad-supported
WealthLogic
Clean & Minimalist
Data Privacy
Betterment
Sells financial products
Personal Capital / Empower
Leads for parent company
WealthLogic
Private & Secure
Visuals
Betterment
Static Projections
Personal Capital / Empower
Complex Dashboards
WealthLogic
Shareable, Dynamic Graphs
| Feature | Betterment | Personal Capital / Empower | WealthLogic |
|---|---|---|---|
| Primary Goal | Automated Investing | Selling Wealth Management | Personalized Insights |
| Sales Pressure | Medium | High (Advisor phone calls) | Zero (No Sales Team) |
| Annual Fees | 0.25% - 0.65% AUM | 0.49% - 0.89% AUM | Flat Fee / Free Tier |
| Interface | Rigid/Templated | Heavy & Ad-supported | Clean & Minimalist |
| Data Privacy | Sells financial products | Leads for parent company | Private & Secure |
| Visuals | Static Projections | Complex Dashboards | Shareable, Dynamic Graphs |
Why WealthLogic is the Logical Choice
Stop the AUM Tax
WealthLogic doesn't take a percentage of your hard-earned wealth. No Assets Under Management (AUM) fees eating away at your portfolio year after year.
No 'Advisor' Interruptions
We don't call you once your net worth hits a certain threshold. No aggressive sales tactics, no upsells, no interruptions—just pure financial tools.
High-Fidelity Visuals
Professional-level analysis with shareable graphs. Download and share your financial projections with your actual advisor—when you choose to.
Ready for Financial Clarity?
Start using WealthLogic today. No credit card required. No advisor calls. Just pure financial logic.
Start Your Journey - Free