Today, Wealthbox is excited to announce an integration with Smartdata, 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.
View a previously recorded live webinar to learn more about the integration between Wealthbox + Smartdata.
Michael Luna, VP of Sales at Smartdata“We are proud to partner with Wealthbox, the fastest-growing CRM in the industry,” said Michael Luna, VP of Sales at Smartdata. “By integrating with Wealthbox, firms can tag a prospect to invite the lead to connect their account and get access to their prospective lead’s portfolio in 60 seconds or less. With Smartdata and Wealthbox, advisors can move prospects further down the pipeline even faster.”
Charlie Fargo, Head of Product Partnerships at Wealthbox“Wealthbox is thrilled to announce the integration of Smartdata into our platform,” said Charlie Fargo, Head of Product Partnerships at Wealthbox. “We’re excited to provide advisors access to detailed financial insights to streamline workflow, enhance client relationships, and deliver more personalized guidance. With the Smartdata integration, advisors can connect their Wealthbox account and unlock valuable information to serve their clients better.”
How it works
Once the integration has been enabled, advisors can send Smartdata invites by using a contact tag and pulling contact record data directly from Wealthbox. On the Contact Record page in Wealthbox, adding a “smartdata” tag (all lowercase) to contacts will automatically invite them to connect with Smartdata.
This tag allows users to seamlessly integrate their contacts into the Smartdata platform, facilitating quicker access to comprehensive financial insights and smoother collaboration between advisors and clients.
Smartdata’s Smartleads
The Smartleads feature in Smartdata provides a personalized QR code and form aimed at capturing external leads. Leads can input their name, email, or phone number and link their account, resulting in automatic registration within the user’s Wealthbox account. Following registration, their portfolio data is promptly sent to the advisor for review and analysis.
Check out the new Wealthbox + Smartdata integration page to take advantage of Smartdata’s platform today!
View a previously recorded live webinar to learn more about the integration between Wealthbox + Smartdata.
