WealthSmyth

How WealthSmyth works, what it can do for your agency, and what makes it different from other solutions.

What is WealthSmyth AI?

Learn about each of WealthSmyth's features for independent distribution.

WealthSmyth features explained

A simple guide to picking the right plan and activating your subscription.

How to Buy WealthSmyth (and Choose the Right Plan)

These are words you’ll commonly see when you use WealthSmyth

The WealthSmyth Glossary

See how your AI-first agency sales platform works

WealthSmyth Overview

Learn about WealthSmyth subscription plans

WealthSmyth plans explained

WealthSmyth's new plans launched March, 2025

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

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

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

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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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