The Advisor Portal Comes to the App

Most people open Wellthplan to see one number — Safe to Spend. But a good share of you are also advisors, planners, tax pros, and coaches who use Wellthplan with your clients and earn a commission when they join. Until now that side of things lived on the web. Today it moves into your pocket.

If you're not an advisor, nothing changes for you — your app looks exactly the same. If you are, keep reading.

Your own portal, inside the app

Sign in with your advisor account and you'll find an Advisor Portal in your account menu (or, if you haven't started a plan of your own yet, the app opens straight into it). It has three tabs — Home, Contacts, and Payouts — and it mirrors the web portal, so nothing you've built there is left behind.

Home is your referral desk: the commission accruing this month, your all-time numbers — signups, active subscribers, on trial, cancelled, conversion, churn — and your referral code with a QR you can hold up in a meeting. Tap it and the share sheet opens with your sign-up link ready to text.

Payouts is the statement: this month's accrual up top, then month by month what's been paid and what's due, with an all-time total at the bottom. Same numbers as the web, in a form you can check in the elevator.

Sync your contacts

Your prospects are already in your phone. Now they can be in Wellthplan too.

Open Contacts, tap Sync contacts, and grant access once. The app gathers everyone with a name and a phone number or email — photos included — and turns them into your prospect list. Re-syncing is always safe: people you've already added are skipped, updated details merge in, and nothing you typed in the app gets overwritten. After that first sync the list quietly keeps itself current in the background, no prompts, no spinners.

Rather add someone by hand? Add contact takes a name and whatever you have for reaching them, and you can invite or gift them in the same motion.

The list itself is built for a long day of follow-ups: search by name, filter by Pending, Accepted, or Expired, and read each person's status at a glance — Pending Invite, Invite expired, Gift Sent, Accepted.

Invite each person with their own link

Open any contact and you'll see three actions: Text, Email, and Gift.

Text opens your own Messages app with your referral link already written — it sends from your number, on your terms.

Email is the invite. Wellthplan sends your contact a unique link made just for them. It opens sign-up with their email already filled in, credited to you, and the moment they create an account their card in your list flips to Accepted — you don't have to wonder who came through. While the invite is out, the same button becomes a reminder (same link, so the first email keeps working). Change your mind? Revoke it from the contact's page and the link stops working.

Have a whole list to reach? Bulk Invite turns Contacts into a checklist — pick who gets an email, or Select all, and every one of them still receives their own individual link.

Gift a subscription

Sometimes the right move is to just cover it. Gift lets you prepay a client's Wellthplan — 3, 6, or 12 months — right from their contact page.

Pick a tier, add a personal note if you'd like, and pay with your own card using the same payment sheet the rest of the app uses. Your client gets an email with a claim link (and you get a copy to text them yourself). When they claim it, their plan starts that day — no card, no trial countdown — and the link stays good for a full year, because it's paid for.

One detail we think you'll appreciate: since gifted months don't earn a commission, each tier is discounted by exactly the commission you would have earned on them. You're not paying full price to give it away.

Not an advisor yet?

If you work with clients and want a referral code of your own, it takes a minute at app.wellthplan.com/sign-up/agents. Your code is live immediately, and the portal — web and app — is waiting.

Try it today

Update to the latest version of Wellthplan, open your Advisor Portal, and sync your contacts. Your next referral is probably already in your phone.

Download Wellthplan and spend today while planning for tomorrow.