The client to call. The policy to review. The team member who needs your attention. Keep the work in view with Leo Wealth.
For advisors, unit managers and branch managers.
Start with what needs you.
Set your priorities and review upcoming follow-ups.
Bring client and policy details into the same view.
Update the record and schedule the next step.
Give every client the follow-through they deserve.
Keep the details of your practice close at hand, from the first conversation to the next policy review.
Open Advisor WorkspaceMake the next team conversation more useful.
Review production, follow advisor progress and keep recruitment and onboarding moving in the same workspace.
Open Unit Manager WorkspaceSee how your units add up.
Bring current-year performance across your assigned units into one branch overview, ready for your next review.
Open Branch Manager WorkspaceChoose the workspace that fits your responsibilities. Paid plans are billed every six months.
For your everyday client work
₱0
No membership fee. Free to use.
For a growing advisory practice
₱2,999/ every 6 months
One payment per six-month membership term
For advisors leading a unit
Coming soon
Pricing will be announced when this plan becomes available.
For leaders overseeing a branch
Coming soon
Pricing will be announced when this plan becomes available.
Branch Manager access is arranged through your administrator. Confirm your branch assignment and membership requirements before purchasing a plan.
Membership, access and the practical details.
Yes. Free includes your dashboard, planning, tasks, calendar, clients, policies and daily task overview email. Create an account, then move to a paid plan when you need the additional tools.
Agent VIP is ₱2,999 per six-month payment. Unit Manager and Branch Manager pricing will be announced when those plans are available. Paid subscriptions are available only in six-month terms.
No. Membership unlocks the Unit Workspace product. Your role and unit assignments determine which teams and records you can access. An administrator must set up the appropriate access.
Ask your Leo Wealth administrator to assign you as a Branch Manager. The workspace shows aggregate performance for your assigned branches. It does not automatically open individual client, policy or payment records.
Agent VIP includes one assistant seat and Unit Manager includes two. An administrator assigns the seats. Assistants still need the appropriate workspace permissions; a seat does not grant access to all of your records.
Yes. Use it in your browser on a phone, tablet or computer. You can also add it to your home screen for quicker access.
Yes. The Privacy Notice and Terms and Conditions are public. Both are linked from the signup page, where you can read them before agreeing and creating an account.
Whether you’re starting your own practice or setting up a team, begin with the access and membership that fit your work.
Email us about membership, getting started or setting up your team. For an existing workspace, your administrator can help with unit and branch assignments.
contact.us@theleowealthph.com