Smartdata
AI-powered fact finding for human-powered feeling finding™
Smartdata streamlines data collection from months to hours through a patent-pending workflow so you can focus on what matters—building client relationships and growing your AUM.
Improve Your Day-to-Day Efficiency
Protect Client Data
Speed Up Revenue
Create Trust with Accuracy
Full API integration for unrivaled security that safeguards sensitive financial information with cutting-edge encryption.
Automated data aggregation that minimizes manual effort and accelerates onboarding.
Direct API connections that cover 95% of financial accounts in the U.S. and provide up-to-date investment data and statistics.
Work Smarter, Not Harder:
Welcome to Modern Efficiency.
Manual data entry is a thing of the past. With Smartdata’s revolutionary patent-pending workflow, you can prospect and onboard client portfolios and tax data instantly, accurately, and securely.
