Theya Inc.

What is Theya for Advisors?

Features of the Theya Advisor Dashboard

What is the key structure in Theya for Advisors?

Pricing and flexibility of Theya for Advisors

How to generate your advisor key

How to onboard your clients

How to co-sign a transaction initiated by your client

Marking vaults as internal

Billing your clients in Theya for Advisors

Paying for the Theya for Advisors platform

What happens if an advisor becomes unavailable?

How to pay an advisor invoice in Theya

Joe Consorti

Theya for Advisors

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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.

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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.

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

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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