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<a href="https://docs.google.com/presentation/d/1Ry2OH9l0hnGHgO8pq-56oZKi5qePUdFV/edit?usp=drive_link&amp;ouid=112419986038597320138&amp;rtpof=true&amp;sd=true" rel="nofollow noopener noreferrer" target="_blank">Open Presentation</a>

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​<a href="https://help.wealthsmyth.ai/en/collections/12511118-client-experience">Complete Personal Financial Review</a>

1. ​<a href="https://help.wealthsmyth.ai/en/collections/12511118-client-experience">Complete Personal Financial Review</a>
2. Dream Team
3. Brainstorm 200​ Names

Week 2 Onboarding (GFI)

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Week 2 Onboarding (GFI)

Quick References

Complete Personal Financial Review

Dream Team

Brainstorm 200 Names

Week 2 Onboarding (GFI)

Quick References

​Complete Personal Financial Review

Dream Team

Brainstorm 200​ Names

Complete Personal Financial Review

Brainstorm 200 Names