The #1 Prospecting Solution
in Wealth Management
What if you could get to know a prospect before you even meet them?
What if you knew your prospect’s portfolio better than their current advisor?
This is how: SmartData finds the facts, while you find the feelings.
Improve Your
Day-to-Day Efficiency
No other platform on the market aggregates your prospect’s investment and banking accounts, life and annuity policies, and tax transcripts.
Protect Client
Data
Full API integration for unrivaled security that safeguards sensitive financial information with cutting-edge encryption.
Speed Up
Revenue
Boost efficiency with automated data aggregation, faster prospecting, and less manual effort.
Create Trust
with Accuracy
Drive smarter decisions with real-time portfolio and tax analysis backed by up-to-date market performance data and statistics.
SmartData cuts down prospect 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.
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 access client portfolios, life and annuity policies, and tax data. Instantly, accurately, and securely.
