Subscription
Benefits
All Plans Include
- Unlimited users per firm
- Integrations with CRM and planning softwares
- Speed up onboarding with your firm-branded SmartSafe™️ link for your prospects to Connect or Upload
- Unlimited SmartPortfolio account connections and AI-powered SmartUpload documents per household*
- Human-in-the-loop feature to review SmartUpload AI results
- Market and performance data included for all tickers (equities and bonds)
- SmartTax™️ includes 3 years of tax returns and wage and income reports with SmartTax Report Card to find hidden insights
- Onboarding & Implementation Support
- *Household consists of both spouses
Get your custom
quote today
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All plans require a 12-month commitment. Pay annually to receive a 10% discount from monthly pricing.
See the Value Instantly
Save time, reduce human error, and streamline processes.
Here’s how:
- Get access to your prospect’s financial accounts and tax returns for portfolio review 5x faster
- Have your prospect go from prospect to client 3x faster
- Scale your firm with more prospect meetings in less time and no manual data entry
- Advisors reduce client onboarding time by 50% and cut data errors by 90%
