Integrations /Portfolio Management
Get started with Wealthbox + Smartdata
Modern CRM integrated with a financial insight solution to streamline prospecting efficiency.
Integrations /Portfolio Management
Modern CRM integrated with a financial insight solution to streamline prospecting efficiency.
Overview
Smartdata is a patent-pending technology that allows advisors to see prospects’ portfolios, investment statements, fees, and transactions in seconds. With the Smartdata integration, advisors can connect their Wealthbox accounts to access detailed financial information, enhancing their ability to provide personalized advice and strategies to clients.
On the Contact Record page in Wealthbox, adding a “smartdata” tag (all lowercase) to contacts will automatically invite them to connect with Smartdata.
Capture and register external leads instantly with Smartdata’s Smartleads feature, adding leads directly into your Wealthbox account.
“With Smartdata and Wealthbox, advisors can move prospects further down the pipeline even faster.”
Michael Luna
VP of Sales, Smartdata
Ready to try? Start your 14-day free trial now. Or schedule a demo.
Let’s do this!
