RunPlutus

Plutus operates as an SEC registered investment advisor with viewing and trading access to your brokerage account to enable our automation. Your assets remain in your custody. ​ You can view our disclaimers and SEC filing (Form ADV Part 2A disclosure brochure) at the footer of our landing page here: <a href="https://www.runplutus.com/" rel="nofollow noopener noreferrer" target="_blank">https://www.runplutus.com/</a>. For more information about our services, fees, and potential conflicts of interest you can also contact us at <a href="mailto:hello@runplutus.com" rel="nofollow noopener noreferrer" target="_blank">hello@runplutus.com</a>. ​ ​

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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.

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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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