WealthSmyth

Getting Started

Welcome to WealthSmyth AI

Watch a Bite-Sized WealthSmyth Demo

Create Your WealthSmyth Profile

Get the WealthSmyth Importer app on Apple App Store or Google Play

Get the Mobile App

Announce, share, and explain WealthSmyth with your team and prospects over GroupMe, Facebook, and other social media channels.

Announcement Templates

Start here to learn what WealthSmyth is, how to get support, and how to resources for building WealthSmyth into your routines

The Basics

How to get up and running as a new user, step-by-step

Getting started with WealthSmyth AI

How to set up your team for success in WealthSmyth

Launching an Agency Team with WealthSmyth

Step-by-step guides to WealthSmyth features

Quick Start Guides

How to Run Client Experiences in WealthSmyth

How to Track Your Deals and Commissions In WealthSmyth

How to Run an Accountability Call

Step-by-step guides to help you use WealthSmyth to grow your career and build your agency.

The Build-An-Agency Checklists

Terms of Service

Privacy Policy

Code of Conduct

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

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.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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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