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 to enable the Smartdata integration
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Login to your Smartdata account and click Wealthbox on the top.
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Click Connect to Wealthbox.
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Login to your Wealthbox account.
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.
Troubleshooting & FAQs
Q: What does the Smartdata integration with Wealthbox allow me to do?
A: It gives advisors instant access to a prospect’s portfolio holdings, fees, investment statements, and transactions, helping deliver more personalized financial advice.
Q: How do I trigger data sharing between Wealthbox and Smartdata?
A: Once the integration is enabled, simply add a “smartdata” tag to a contact in Wealthbox. Smartdata will then pull the relevant financial data and sync it back to that contact’s record.