SmartData offers a cloud‑based platform that automates the aggregation of prospect financial data—including investment, banking, annuity, and tax information—through secure, permission‑based connections. The system normalizes the data, applies real‑time market data and AI‑driven analysis to generate portfolio reviews and tax insights, and syncs directly with leading wealth‑management CRMs. This reduces onboarding time from weeks to hours, improves data accuracy, and helps advisors focus on client relationships and revenue growth.
Funding
Funding not disclosed
Founders
Product
Problem
Wealth management advisors often spend weeks manually collecting and verifying prospective clients’ investment, banking, annuity, and tax information, leading to delayed onboarding, data entry errors, and lost business opportunities.
Solution
SmartData provides a cloud‑based platform that automates the aggregation of a prospect’s financial accounts, life and annuity policies, and IRS tax transcripts through secure, permission‑based connections. Advisors send a branded SmartSafe™ link or QR code; prospects authenticate with their brokerage or upload statements, and the system extracts and normalizes the data in minutes. The platform applies real‑time market data and AI‑driven analysis to generate portfolio reviews, tax insights, and proposal documents that advisors can review instantly. Integrated APIs connect the workflow to leading CRMs (Wealthbox, Redtail, soon Salesforce), syncing prospect records and activity automatically. End‑to‑end encryption, SOC 2 and ISO certifications, and a “human‑in‑the‑loop” review step ensure data security and compliance throughout the process.
Target Audience
Primary customers are registered investment advisors and wealth‑management firms that need rapid, accurate client onboarding and prospecting tools.
Features
- Permission‑based account aggregation for brokerage, banking, annuity, and tax data with automatic statement parsing
- AI‑powered SmartReview™ that produces portfolio analysis, tax insights, and proposal drafts in real time
- Branded SmartSafe™ links and QR codes for frictionless prospect invitations and self‑service data collection
- Full integration with Wealthbox, Redtail, and upcoming Salesforce CRM via secure API
- SOC 2 and ISO‑approved end‑to‑end encryption with optional human‑in‑the‑loop verification of AI results
- Unlimited user accounts per firm and unlimited household connections per subscription
- Market and performance data for equities and bonds embedded in every report