Integrations /Portfolio Management

Get started with Wealthbox + Smartdata

Modern CRM integrated with a financial insight solution to streamline prospecting efficiency.


Smartdata is a patent-pending technology that 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 detailed financial information, enhancing their ability to provide personalized advice and strategies to clients.

“With Smartdata and Wealthbox, advisors can move prospects further down the pipeline even faster.”

Michael Luna

VP of Sales, Smartdata

Get started with Wealthbox + Smartdata

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