How Advisors Use Wealthbox + Smartdata to Enhance Prospect Efficiency

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Join us for a previously recorded live webinar to see how advisors who use Wealthbox and Smartdata can easily access detailed financial information, enhancing their ability to deliver more informed advice and personalized service.

This webinar will cover:

  1. How Smartdata’s data integration and automation technology allows advisors to see clients, portfolios, investments, fees, and transactions within seconds — saving time, energy, and money. 
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How the integration allows advisors to use tags to send Smartdata invites to contacts directly from Wealthbox. 
  4. The benefits of the Smartdata and Wealthbox integration, and how to get started with ease.


Michael Luna

VP of Sales


Chris Kopanski

Sr. Product Specialist


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

Michael Luna

VP of Sales, Smartdata

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