WealthY documentation
What WealthY is, how the first hour goes for each seat, how a book moves in, and one page per feature. In plain words, with screenshots.
WealthY is one platform for a financial advisory firm: the CRM, the inbox, meeting prep and follow-up, client requests on the dealer's own paperwork, KYC, questionnaires, the client portal and an assistant that answers from your data. Built in Canada for CIRO-regulated dealers and portfolio managers, in English and French.
These pages describe the product as it is. Every screenshot is the real app. The changelog is generated from the code on every deploy.
Start here
- Getting started for firm owners: branding, your team, your book, your rules. The first hour.
- Getting started for advisors: connect your mailbox, meet your Home, run your first meeting.
- Getting started for clients: the invitation, the portal, the To do list.
Moving in
Each page has the field map and a list of what does not move.
Features
| Page | What it covers |
|---|---|
| Inbox | Your mailbox, sorted by what needs you, with drafts ready to send. |
| Team chat and client messages | Channels, direct messages, a secure line to each client, and WealthY in the conversation. |
| Meetings | Prep before, transcript during, follow-up after, and the recap the client gets. |
| Tasks and process templates | One list of what you owe, tasks handed to a teammate, whole processes in one click, and tasks for the client. |
| Households | The family as one unit, and a shared portal view only when every member has agreed. |
| One-click onboarding | An intro pack before the first call, then one link that asks only what is missing. |
| Requests and dealer paperwork | Account openings, transfers and money movements on the dealer's own forms, signed from the portal. |
| KYC | The know-your-client record, and the firm's own question editor. |
| Questionnaires | Ask a client anything, and accept the answers onto the record row by row. |
| Client portal | What a client sees, on a phone or a desktop, in the firm's colours. |
| Sequences and email blasts | Follow-ups that send on their own and stop at a reply, and one email to a whole segment, consent checked every time. |
| Ask WealthY | Questions about your book, answered from your data with sources. |
| The Claude connector | Your own Claude, connected to your firm with your own sign-in. |
Company
Every page has a search box at the top of the menu.
Need a hand
The Help button at the top of every screen in the app sends a question to Ask WealthY or files a problem report that reaches the team directly. Sales and anything else: sales@wealthy.to.