The Smartdata integration allows advisors to see prospects’ portfolios, investment statements, fees, and transactions in seconds. With the Smartdata integration, advisors can connect their Wealthbox accounts to access and utilize detailed financial information, enhancing their ability to provide personalized advice and strategies to clients.

How does the Smartdata integration work?

After you’ve enabled the integration, add a “smartdata” tag to your contacts in Wealthbox, Smartdata will pull the data and send back their portfolio holdings with associated fees, investment statements, and transactions.