Smartdata

Read more about the new partnership: https://lnkd.in/gkK4Pc3c

Our VP of Sales Michael Luna was asked to be a panelist on this months fraction.work podcast where he discusses how AI is revolutionizing WealthTech. #fintech #financialplanning #finance #tax

Smartdata | Workflow Solutions for Financial Advisors was recently added to the Kitces.com #AdvisorTech Map listed under the Client Data Gathering category! Tech Map: https://lnkd.in/gkDfCnu #financialplanning #finance #tax #fintech

Delivering exceptional client experiences requires a deep understanding of individual needs and preferences. Smartdata's powerful analytics tools enable advisors to gain valuable insights into client portfolios, risk tolerance, and financial goals. By leveraging these insights, advisors can provide highly personalized advice and strengthen client relationships. A study by J.D. Power found that clients who feel understood and valued by their financial advisors are 60% more likely to refer their friends and family. This directly correlates with the power of personalized advice, which Smartdata empowers advisors to deliver through data-driven insights. Get started at https://hubs.ly/Q02MJ_Zf0. #ClientExperience #WealthManagement #FinTech

The rise of ESG investing reflects a growing awareness of the interconnectedness between financial performance and environmental, social, and governance factors. As clients seek to align their investments with their values, financial advisors must stay informed about emerging trends and offer sustainable investment options. A recent Morgan Stanley study found that 86% of investors believe companies should address social issues like racial equality and income inequality. This demonstrates a significant shift towards companies prioritizing sustainability and social responsibility. Smartdata can help advisors streamline their workflows and access essential client data, making it easier to identify potential investment opportunities. By incorporating ESG factors into their investment strategies, advisors can help clients generate long-term returns while contributing to a more sustainable future. This aligns with growing client expectations and positions advisors as forward-thinking professionals committed to ethical and responsible investing. #ESGInvesting #SustainableFinance #WealthManagement

Wealth managers once navigated a complex landscape of paperwork and client coordination. Gathering accurate, up-to-date client information could often become a time-consuming challenge as advisors spent countless hours chasing down clients for essential data. This tedious process hindered productivity and limited the ability to deliver comprehensive financial advice. Smartdata transformed this process, automating data collection and aggregation. Freed from manual tasks, advisors now focus on strategic planning and client relationships. Instant access to comprehensive client portfolios empowers data-driven decisions, tailored recommendations, and exceptional service. This shift to a data-centric approach elevates the advisor-client relationship, positioning advisors as strategic partners rather than data collectors. Learn more at https://hubs.ly/Q02LPqH00. #FinancialPlanning #WealthManagement #FinTech

The modern wealth management landscape demands a seamless flow of client data. The strategic integration between Smartdata and Wealthbox empowers advisors with real-time access to comprehensive client portfolio insights. This includes detailed holdings, investment statements, fee structures, and transaction history – all accessible within a unified platform. This eliminates the need for manual data entry and streamlines the onboarding process, allowing advisors to dedicate more time to strategic client engagement and personalized service delivery. By leveraging the power of automation and contact tagging within Wealthbox, advisors can effortlessly invite new clients to connect with Smartdata and link their financial information instantaneously. This fosters a superior client experience and empowers advisors to build stronger relationships through data-driven decision-making. Watch the full webinar replay. ⬇️  #Wealthbox #FinancialPlanning #WealthManagement

The countdown is on! ⏳ The Smartdata team is soaking up the sun and heading to Future Proof Festival 2024 in Huntington Beach, CA! Catch us there from September 15-18, 2024. As the world's leading wealth festival, Future Proof brings together thousands of financial advisors, wealth management professionals, fintech innovators, and investors to shape the future of the industry. We can't wait to reconnect with this dynamic community and explore new opportunities. Are you attending Future Proof? Let us know – Smartdata’s Michael Luna, CLU®, CIC® would love to meet you there! #FutureProof #FinancialAdvisors #FinTech #WealthManagement

In today’s uncertain market, accurate data is more crucial than ever. With Smartdata, you can access real-time portfolio insights, automate data collection, and make informed decisions. By integrating with multiple data sources, you'll gain a competitive edge and be prepared for whatever the market throws your way. Learn more at https://hubs.ly/Q02K_fgz0.

In an era of digital disruption, financial advisors remain essential for providing personalized guidance. Smartdata empowers advisors to leverage their value by automating data-intensive tasks. Our platform offers instant access to critical client information, enabling data-driven decisions and deeper client relationships Get started for free and only pay when a lead links an account. Sign up ➡️ https://hubs.ly/Q02K_g7D0.