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
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.
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 access client portfolios, life and annuity policies, and tax data. Instantly, accurately, and securely.
