WealthSmyth AI combines industry-leading production and team-building tools with an all-in-one distribution platform—empowering every agency role to grow faster, collaborate seamlessly, and deliver superior results.
Production Features
WealthSmyth’s Production features support every step of your sales process—from prospecting to closing deals.
WealthSmyth's capabilities let you you build your pipeline and manage your pipeline and commissions—all in one workspace. They’re designed to keep you organized and focused on your highest priorities, so you can maximize your personal and team cashflow.
Leads – Reach warm markets, generate and qualify every client appointment.
Deals – Track case progress through recommendation, illustration, application, delivery and commission payout.
Clients – Develop lasting, profitable business relationships with households.
Team Features
WealthSmyth’s Team features support every step of building and managing a productive agency team.
WealthSmyth’s capabilities let you recruit, onboard, promote, and develop leaders—all in one workspace. They’re designed to give you the data you need, when you need it to deliver timely, performance coaching.
Leads – Reach new candidates, interview, and train every new recruit.
Teams – Organize your hierarchy; track everyone's progress and performance.
Personalized Experiences – Role-specific guidance to keep everyone focused.
Onboarding Features
WealthSmyth’s Onboarding features make it easy to get new recruits up to speed—from the moment they register until they get licensed and become productive (Net License).
WealthSmyth’s capabilities provide step-by-step support, personalized guidance, and progress tracking—all in one workspace. They’re designed to help every new agent start strong and succeed fast.
Checklists – Simple, guided steps that keep new agents on track.
Progress Tracking – Interactive activities develop skills and create insights.
Transparency / Accountability – Trainers know where each new agent stands.
AI Support – Personalized, 24/7 onboarding assistance.
Support Features
WealthSmyth equips every role in your agency with best-in-class support features, combining AI assistance with human expertise—so you can work more confidently and get help whenever you need it.
The Help Center offers agents and team members the following capabilities:
Product Support - how to use WealthSmyth products
Business System Support - how your distributor's system works
Data Support - migrating data into WealthSmyt
AI Assistant (Penny)
Training Videos
Live Team
Knowledge Base
Tickets
Access Controls
WealthSmyth’s Access Controls are built around the Distributor you select when you register. Each user’s Distributor selection determines the private community environment where the user and their WealthSmyth team exists. This community helps you support one another, keep Content, Providers and Products up to date, and stay aligned with your Distributor’s business system.
Distributor Community — Each user account can belong to only one Distributor at a time. For example, if you select ABC Financial Group as your Distributor, you’ll join ABC’s private community—with access to their Content, Providers and Products.
Invitations & Access — Users must be invited by WealthSmyth or by someone in their Upline. When a user joins WealthSmyth, they grant access to their full Upline so that leaders can view their entire book of business—including new Team Members, Clients, Deals, Leads, and more, in WealthSmyth.
Downline Visibility — An Upline user may view their entire Downline, supporting team management and growth.