AI-powered fact finding for human-powered feeling finding™

Smartdata streamlines data collection from months to hours through a patent-pending workflow so you can focus on what matters—building client relationships and growing your AUM.

GET A DEMO
LEARN How Smartdata Works

Improve Your
Day-to-Day Efficiency

No other platform on the market aggregates both your prospects’ and clients’ portfolio accounts and tax transcripts.

Protect Client
Data

Full API integration for unrivaled security that safeguards sensitive financial information with cutting-edge encryption.

Speed Up
Revenue

Automated data aggregation that minimizes manual effort and accelerates onboarding.

Create Trust
with Accuracy

Direct API connections that cover 95% of financial accounts in the U.S. and provide up-to-date investment data and statistics.

SmartPortfolio™ and SmartTax™ give your firm the tools needed to securely and digitally onboard new clients, access critical portfolio data, and retrieve tax information to help you provide a complete financial analysis.

Work Smarter, Not Harder: Welcome to Modern Efficiency.

Manual data entry is a thing of the past. With Smartdata’s revolutionary patent-pending workflow, you can prospect and onboard client portfolios and tax data instantly, accurately, and securely.

What Our Clients Say.

BRITTANIE B. | ARKFELD WEALTH

“This software has made a huge difference for us. It’s incredibly user-friendly, making it easy to navigate and use right from the start. The information is clear and insightful, helping us see everything needed to make decisions.”

BEN R. | WEALTH MANAGER

“Our prospects and clients tell us how simple it is to connect their accounts compared to other firms.”

See Smartdata
in Action

GET A DEMO
▲