Don’t Give Your Prospects Homework.
Effortlessly integrate client portfolio 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.
Smartdata’s API integrations offer unparalleled security and automation, eliminating outdated manual data collection methods. Whether you’re prospecting or onboarding new clients, Smartdata equips your advisory firm with the tools to deliver real-time precision and insights.
SmartSolutions for Advisors
Prospecting Made Simple
- Tired of getting inaccurate prospecting data?
- The best advisors know that “time kills all deals.”
- Give your prospects the answers they are looking for quickly and conveniently, with a process that’s as easy as booking an Uber.
- Add a custom-branded QR code anywhere prospects will see you.
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.
Seamless Onboarding
- Email prospects a custom digital onboarding form, or send an invitation directly from your CRM.
- Once the form is complete, your prospect’s data automatically syncs into your CRM.
- Notifications automatically send to your prospect to complete and connect their accounts or upload.
- Once the form is submitted, a Client Portal login email is sent to your prospect.
SmartPortfolio™ for Streamlined Prospecting
SmartPortfolio™ allows your prospects and clients to connect their brokerage or bank accounts or upload investment, life, or annuity statements.
SmartPortfolio™
Key Features
DATA 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, and more or via statement uploads powered by our trained AI.
ADVANCED DATA ACCURACY
Access 40+ market data points, including stock prices, returns, expense ratios, and performance metrics.
PORTFOLIO BENCHMARKING
Compare portfolios to industry benchmarks, highlighting performance with and without fees.
Capital Gains Calculation
Blend portfolio and tax data to calculate capital gains for Non-Qualified Accounts effortlessly.
SmartTax™ for Tax Insights
Simplify tax data retrieval and analysis with a fully digital workflow.
SmartTax™
Key Features
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.
