WealthSmyth

WealthSmyth AI is powered by a living data network that is configured for the most popular IMO ecosystems.  The data for each ecosystem is updated by volunteer editors who contribute to ecosystem details.  

Anyone can propose updates, even anonymously.  Pending changes are reviewed to ensure they don't contain vandalism, copyright violations, or other inappropriate content.

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If you have any questions, we encourage you to reach out! You can send us a message through our chat box or email us at <b><a href="" rel="nofollow noopener noreferrer" target="_blank">agency@wealthsmyth.com</a></b>. We’re here to help!

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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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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Ecosystem	Current Status	Expected Availability
Global Financial Impact	Community Review	November 2024
World Financial Group	Initial Configuration	May 2025
Integrity Marketing Group	Discovery
Primerica	Seeking Ecosystem Champion
Family First Life	Seeking Ecosystem Champion
Experior Financial Group	Seeking Ecosystem Champion
Globe Life Insurance	Seeking Ecosystem Champion
Senior Life Insurance	Seeking Ecosystem Champion
Aflac	Seeking Ecosystem Champion

Supported Distributors and IMOs

WealthSmyth AI is powered by a living data network that is configured for the most popular IMO ecosystems. The data for each ecosystem is updated by volunteer editors who contribute to ecosystem details.

Ecosystem

Current Status

Expected Availability