Don’t Give Your Prospects Homework.
Effortlessly integrate client portfolio, life and annuity policies, and tax data and receive priceless real-time analysis. With SmartData’s solutions, your firm can streamline onboarding, simplify tax workflows, and deliver actionable insights—all while maintaining the highest standards of security.
See It Live.
Scan the QR code or click here to experience exactly what your prospect will see when you invite them to share their information.
SmartReview™ for Portfolio Insights
SmartReview™ allows your prospects to connect their brokerage or bank accounts or upload investment, tax, estate, life, or annuity statements. Perform a comprehensive review and find weaknesses in seconds to show immediate value at the first meeting.
SmartReview™
Key Features
Account AGGREGATION
AND EXTRACTION
SmartData has partnered with Mastercard, a trusted leader in Open Banking, to securely gather portfolio data from over 10,000 institutions. Add your firm’s logo to our Mastercard Connect Screen to give your prospect the ease of use and securely gather their portfolio data such as balances, transactions, tickers, client statements and more.
SmartUpload™
Once documents are uploaded, our AI agent automatically classifies, scans, and extracts key data from investment and banking statements, life and annuity policies, driver’s licenses, and more using Agentic Document Extraction. A built-in human-in-the-loop review process ensures you can easily verify and edit data before it’s sent to downstream systems—maintaining accuracy, transparency, and compliance at every step.
ADVANCED DATA ACCURACY
Access up-to-date market data with 40+ market data points, including previous day close, expense ratios, risk & performance metrics, and more!
SECURELY COLLECT PROSPECT DATA
Use our SmartSafe™️ link, branded with your firm’s logo, to allow your prospects to enter their contact information, upload any document, or connect their accounts. Data is sent back to your SmartData account, and you are more prepared than ever for that first meeting.
Know Your Prospects Before You Meet Them
Our SmartInsights™️ feature provides personal enrichment on your prospect, so you now know their age, gender, education, work history, address, and wealth alerts.
SmartTax™ for Tax Insights
Simplify tax data retrieval and analysis with a fully digital workflow.
SmartTax™
Key Features
IDENTIFY NEW OPPORTUNITIES
AI-powered proposals deliver instant summaries and tailored insights from any document—brokerage statements, insurance policies, estate plans, tax forms, and more —in seconds. Identify opportunities to optimize performance, reduce fees and risk, minimize taxation, and enhance client outcomes with granular investment details that drive results.
Capital Gains Calculation
Blend portfolio and tax data to calculate capital gains for Non-Qualified Accounts effortlessly.
Secure Digital Workflow
Request records with a branded, secure consent link. Our built-in SmartTax™ Verify Me verifies government IDs in under a minute.
Accurate Tax Data
Retrieve 3 years of historical and future tax data directly from the IRS, including forms like 1040, K-1s, and 1099s.
AI-Powered SmartTax Report Card
Instantly analyze tax data to deliver hyper-personalized recommendations and provide clients with immediate value. Present effective tax rates, deductions, and capital gains with clarity and confidence. Report Card will make you feel like you just had lunch with your client’s CPA and received the AI summary.
Integrations
We strive to always work within your workflow. Send your prospect or client data to your
existing tech stack to showcase value with speed and convenience.
*Nitrogen and Holistiplan coming soon.
SmartData API
Effortless Client Onboarding
Add effortless prospect and client onboarding to your software through SmartData’s seamless workflow, such as our Connect Screen invite email link, website widget, or custom QR code.
Intelligent Data Extraction
Once your user’s prospect or client securely connects or uses SmartUpload, SmartData’s AI-powered data aggregation can automatically map portfolio and tax data directly into your software. This allows your users to eliminate manual data entry, create more plans, and close more clients in less time. Partner with SmartData today and take your fintech user experience to the next level
Seamless
Integration
Elevate your fintech software and deliver a superior user experience with SmartData’s cutting-edge data aggregation solution.
Connect Client Accounts Safely and Confidently
SmartData is SOC 2 and ISO compliant. SOC 2 is an auditing procedure that ensures service providers securely manage data to protect the interests of the organization and the privacy of its clients. Additionally, ISO certification demonstrates that SmartData adheres to international standards for quality management and information security.
