Wealt

Wealt keeps you informed about everything relevant to your investments and account.

In-app: Badge icon in the dashboard header, notification list page

Email: All important notifications sent to your registered email

- In-app: Badge icon in the dashboard header, notification list page
- Email: All important notifications sent to your registered email

Go to Settings → Notifications to customise which notifications you receive. We recommend keeping deal closing reminders and security alerts enabled.

Notifications for deal status changes, investment milestones, portfolio updates, exit events, and account alerts. Delivered in-app and via email.

What notifications will I receive?

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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.

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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.

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.

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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.

Prototype integrations answer

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

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What notifications will I receive?

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