Grow your WFG Super Team with people and data in one place.
Meet, chat, collaborate, and track underwriting with easy-to-use software built for World Financial Group agents.
OUR APPROACH
We work with WFG field leaders unify their Super Teams, streamlining recruiting and production management. We offer custom branding options (including email domains) on the world’s leading platform for productivity and artificial intelligence.
What is Wealthsmyth?
WealthSmyth is a agent-first cloud platform built for WFG Base Shops. Built for usability and simplicity, we aim to accelerate growth with 10X productivity.
WealthSmyth for Super Teams
Simplify collaboration and manage production like a pro with people, apps, and data in one place.
AI Copilot Early Access Program
Invitation-only, paid preview for select WFG base shops within a single Super Team.
Custom Branding (and email) for Super Teams
Meet, chat, call, schedule, and collaborate. Communicate with clients, recruits, and team members using the wealthsmyth.com domain or use your preferred organization’s (e.g. pinnacleelite.com).
Simplify Base Shop Collaboration
Business-Class Email
Personal and Team Calendars
Virtual Meetings
Team Chat
Scheduling
Unify Your WFG Data
Manage your underwriting pipeline and in-force policies like a pro. Calculate commissions, splits and overrides automatically.
Base Shop Tools and Dashboards
Underwriting
Net Recruits
Recruiting
AI Copilot Early Access Program
Our WFG AI Copilot Early Access Program is an invitation-only, paid preview that will roll out initially to select base shops within a single field organization.
10X Productivity with Microsoft Copilot and Azure AI
Meeting Recap
Teams Chat
Email
Notes
Presentations
Visualize Data
