WealthSmyth Software Editions and Pricing

First, choose the right WealthSmyth edition for your needs.

  • Personal Digital Playbook
  • Game Participation
  • Lead Management
  • Everything in Essentials, PLUS:

  • Downline Tracking
  • Lead Generation
  • Clients and Applications
  • Everything in Pro, PLUS:

  • Full Team Tracking

  • Create Games and Badges
  • Back Office Management

Compare editions, top features, and options

EssentialsProfessionalOwner
PricingFrom $25
per user per month
From $40
per user per month*
From $100
per user per month*
Distribution Ecosystems
Agency Configurations
Providers and Products
Contract Levels and Commissions
* WealthSmyth Professional includes view-only access for 1 assistant, and Owner includes access for up to 2 assistants.
** WealthSmyth is currently configured to support the Global Financial Impact (GFI) or World Financial Group (WFG) independent agency ecosystem.
EssentialsProfessionalOwner
PricingFrom $25
per user per month
From $40
per user per month
From $100
per user per month
Digital playbook
The New Era System for Becoming an Agency Owner
On-demand guidance for each phase
Gamification and badgesComing Soon!Coming Soon!Coming Soon!
Taprooting tools
Field trainer certification and promotion approvals
Track goals, performance and activity levelsComing Soon!Coming Soon!
EssentialsProfessionalOwner
PricingFrom $25/user/mo *From $40/user/mo *From $100/user/mo *
Lead engagement
Manage all leads from one page console
Import lead lists in CSV format
Get Leads from WealthSmyth Chat and Contact Us
Generate leads with SMS outreach campaignsUpgrade
Generate leads with personal QR CodeComing Soon!Coming Soon!Coming Soon!
Generate leads with personal web pageComing Soon!Coming Soon!Coming Soon!
Automatic lead nurturingComing Soon!Coming Soon!
EssentialsProfessionalOwner
PricingFrom $25/user/mo *From $40/user/mo *From $100/user/mo *
Client accounts
Easy client and application pipeline tracking
Pre-loaded providers and products
Pre-loaded commissions and override rates
Import client lists in CSV format
Household and business account groups
Related people and entities
Applications and renewals
Automatic commissions, splits and points
Financial Independence and DIME CalculatorsComing Soon!Coming Soon!Coming Soon!
Life Insurance and Annuities GPT (Penny)UpgradeComing Soon!
EssentialsProfessionalOwner
PricingFrom $25/user/mo *From $40/user/mo *From $100/user/mo *
Back office management
Easily import team, lead, and client data
Manage user access to team resources
Delegate system management to staff
Manage promotions and advancement
EssentialsProfessionalOwner
PricingFrom $25/user/mo *From $40/user/mo *From $100/user/mo *
Security and Support
Trusted user identity and security
Anytime chat and support tickets
Phone support
EssentialsProfessionalOwner
PricingFrom $25/user/mo *From $40/user/mo *From $100/user/mo *
Cloud phone system
Local business phone number with line sharing optionUpgradeUpgrade
Mobile, desktop and Google Workspace integrationUpgradeUpgrade
Unlimited domestic calling in US/CanadaUpgradeUpgrade
SMS and MMSUpgradeUpgrade
Call monitoring with whisper for sales trainingUpgradeUpgrade
EssentialsProfessionalOwner
PricingFrom $25/user/mo *From $40/user/mo *From $100/user/mo *
Workflow automation
WealthSmyth Workflow AutomationUpgrade
Create digital business processes (cloud flows)Upgrade
Automate interactions across applicationsUpgrade
Use pre-built and premium connectorsUpgrade
Infuse AI as neededUpgrade

Artificial Intelligence

Supercharge your productivity with industry-leading AI

Workflow Automation

Magically reclaim hours of your time with easy business automation

High Volume SMS

Business texting optimized for personalization and deliverability.

Hire an Agency Assistant

Scale your business with an executive or group assistant

Hire an Appointment Setter

Scale your business with a sales development representative.

Get Marketing Support

Expert advice and support for digital marketing execution

WealthSmyth Private Enterprise Cloud

FAQs

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