Key Takeaways:
- SmartData and Advisor CRM have joined forces to streamline data collection for financial advisors. This integration enables advisors to collect financial account data, life insurance, and annuity statements from prospects and instantly sync that information into Advisor CRM.
- The partnership enhances both speed and security in early-stage prospecting. Advisors can now use SmartData’s SmartSafe™ to securely collect and store client documents while automatically pushing relevant data directly into Advisor CRM, improving operational efficiency and compliance.
- This integration supports RIAs aiming to grow faster without growing overhead. By automating data entry, minimizing delays in the onboarding process, and reducing friction in document collection, the solution is purpose-built for advisory firms looking to deliver a more modern client experience that scales with their needs.
Today, Advisor CRM, an all-in-one CRM platform designed exclusively for financial advisors, announced a strategic partnership with SmartData, a secure data aggregation and prospect engagement platform. As a result of the integration, advisors who use the Advisor CRM platform have the ability to enhance the efficiency, accuracy, and value of how they gather, manage, and utilize client information.
Advisor CRM’s integration with SmartData enables advisors to eliminate manual entry, accelerate the onboarding process, and automatically access key client data, including portfolios, life and annuity policies, and external financial accounts. Clients and prospects alike can also use SmartData Connect, a secure and intuitive portal, to share their financial data with advisors in just minutes.
All Advisor CRM users now have access to an exclusive SmartData discount, making the powerful solution more accessible to firms seeking to modernize their client onboarding and data management workflows.
“Advisors are tired of duct-taping point solutions together,” said Leibel Sternbach, Partner and CTO of Advisor CRM. “This partnership brings us closer to a fully automated operational core—one where advisors spend less time chasing paperwork and more time building relationships.”
Last month, Advisor CRM announced a fully integrated AI meeting assistant, with basic features included free for every user. It’s the first fintech to offer direct access to advisors’ CRM data from within ChatGPT and Claude via Model Context Protocol (MCP), making the data ultra-portable.
“At SmartData, we firmly believe that enhancing operational efficiency enables advisors to build better relationships with their clients,” said Ryan Morrison, CEO of SmartData. “Our strategic partnership with Advisor CRM allows us to extend our vision of effortless onboarding to more RIAs. Together, we’re empowering firms to work smarter, faster, and with greater confidence.”
“What we’re building with Advisor CRM isn’t just a tech stack—it’s an advisor-first ecosystem,” said Ryan Borer, co-founder of Advisor CRM. “This integration is another milestone in making sure every advisor—regardless of size—has access to the same automation, intelligence, and operational power that enterprise firms enjoy.”
Advisors interested in using the SmartData integration can activate it within Advisor CRM’s platform at www.advisorcrm.com. The discount code can be found under their profile or on the integrations page.
