This article refers to our pricing plans for agents. For information about our Distributor or Carrier plans, please contact us through the Messenger.
Our pricing plans are designed with simplicity in mind, removing unnecessary complexity, and helping you to have a clear understanding of what you're paying for.
Agent core plans
When you join WealthSmyth AI, you’ll be given a workspace with the Professional core plan for the duration of your Trial. When your Trial concludes, you may choose one of our plans - Essentials, Standard, or Professionals. It’s possible to upgrade or downgrade between these plans.
Each user requires a seat which gives them access to WealthSmyth's workspace. The plan you choose determines the monthly seat price.
A seat provides access to WealthSmyth capabilities contained within your chosen core plan. Each teammate requires a seat to access your WealthSmyth workspace.
There is a monthly cost for each seat based on the core plan:
Essentials - $25/seat
Standard - $50/seat
Professional - $125/seat
Note:
Prices are shown in United States Dollars (USD).
A Distributor registration is required to use WealthSmyth.
Every plan comes with 1 minimum seat and no maximum seats.
You won’t be charged for full seats during a trial.
Seat prices may be discounted if you pay yearly for your subscription.
Pricing and features
| Essentials | Standard | Professional |
Monthly seat price | $25/seat | $50/seat | $125/seat |
Discounted seat price on annual subscription | $20/seat | $40/seat | $100/seat |
Data Visibility | Access personal data | Access direct reports data | Access entire organization data |
Key Features | Features included:
| Essentials features, plus:
| Professional features, plus:
|
Best For | New agents focused on onboarding, licensing, and earning their first $1K (e.g. Net License)
| Individual producers and small teams focused on client sales. | Leaders and team builders focused on recruiting and production at scale. |
Distributor registration
Each subscription is paid individually by users, ensuring each agent remains independent while connecting them to their team through their Distributor choice and unique Agent ID. To maintain security and data integrity, every user must register with a Distributor, which configures the system with the right Progressions, Providers, Products, and Commissions. This setup ensures agents work within a secure, unified system while retaining ownership of their own data.
Inviting teammates
Step 1: Add a new teammate to your WealthSmyth Team after they complete registration with your Distributor and receive a valid Agent Code. This step doesn’t give them access to WealthSmyth yet, but it allows you to see them in your team reporting. If they don’t accept the invitation, the invitation remains marked as "pending."
Step 2: To grant them access as a user and member of your Downline Team, send them an invitation from the Teams tab. Once they accept, they’ll be able to create their own account and start a free 14-day trial of WealthSmyth, connected to your Distributor’s business system.
At the end of the trial, they can select a plan to continue using WealthSmyth, keep building their agency and add team members of their own.
How seats are billed
Seats are billed ahead for the next billing period. Users have the option to pay:
On a pay monthly subscription
On a pay yearly subscription
Getting started
Start a free trial - no credit card required. During the 14-day trial, you’ll have access to the Professional plan along with Integrated Support and Guidance.
After the free trial period, simply confirm the plan you want, and add your credit card details to continue using WealthSmyth.