The Smartdata x Wealthbox integration provides advisors with instant access to prospects’ detailed portfolios, investment statements, fees, and transactions. Once the integration has been enabled, advisors can send Smartdata invites by using a contact tag and pulling contact record data directly from Wealthbox. Just add a “smartdata” tag to contacts in Wealthbox to automatically invite them to connect and link their financial info in seconds. Learn more about the integration with the Wealthbox x Smartdata Webinar replay here: https://hubs.ly/Q02D-H-z0
Smartdata’s Post
More Relevant Posts
-
We're headed to WealthStack EDGE 2024! Stop by booth K25 at WealthStack’s EDGE Conference from May 13 – May 16 and learn more about the future of financial modeling. Want to learn more about Voyant before you join us? Sign up for a free trial to learn more about how Voyant can radically amplify your client engagement. Or, book a demo with our expert customer support team to learn more about all of our products and offerings. #WealthManagementEDGE #WealthStack #WMEDGE #WMEDGE2024
To view or add a comment, sign in
-
Why does it feel like there's never enough money? If you want different results, start with different habits. BISX is here to help you invest smarter and achieve financial success. . . . #BISX #FinancialHabits #InvestSmart
To view or add a comment, sign in
-
#FinancialAdvisors — Are you ready for the wealth transfer of a lifetime? With $90 trillion in assets poised to shift hands over the next 20 years, the stakes have never been higher. Unleash the power of Smartdata: one click, instant access to your potential client's online brokerage account. Dive deep into holdings, dissect statements, gauge AUM, scrutinize transactions, assess fees, and more. Claim your free account now at https://lnkd.in/gF8nc4HP.
To view or add a comment, sign in
-
📣 New in Wealthbox: Send-To-Actions for Custom Workflows! Users can now seamlessly integrate industry-leading financial platforms directly into their Wealthbox workflows. Learn more 👉 https://lnkd.in/gBFrGgr6
To view or add a comment, sign in
-
At PivoxFinance, we believe top-tier financial data should be available to everyone. That's why we offer comprehensive market insights at an affordable price. Our platform is designed to bring world-class financial tools to your fingertips, whether you're just starting or refining your strategy. Invest smarter, not harder. Join the PivoxFinance community and access the tools that will help you succeed in the markets. #FinancialTools #AffordableFinance #PivoxFinance #InvestingMadeEasy #InclusiveFinance
To view or add a comment, sign in
-
📢 At the 2024 eMoney Summit, you'll have the opportunity to learn from peers in roundtable discussions. Discover best practices for using technology to enhance client relationships and deliver personalized financial advice. 👇🏽 Register for your Summit space and don't miss sessions like "Common Hurdles and Creative Solutions" today. https://bit.ly/3XmoBSq #eMoneySummit24 #financialplanning #roundtables
To view or add a comment, sign in
-
Discover how technology can revolutionize your financial life! From budgeting apps to investment platforms, learn about the top tech tools that can help you achieve financial independence. Watch now and start your journey to financial growth. #FinancialGrowth #TechTools #Financialfreedom #InvestSmart #SaveWisely #genx Want to create live streams like this? Check out StreamYard: https://lnkd.in/eJF-WN7j
Top Tech Tools for Financial Growth: Empower Your Financial Future Today
www.linkedin.com
To view or add a comment, sign in
-
Don't miss what is probably the best #WealthTech conference on the planet. That's just my opinion of course but I think it's pretty damn good! Agenda now released. ⬇️ Book your free ticket now! intelliflo #innovate2024 #FinTech #CRM #WealthLink #KeyLessDoMore #FinancialPlanning
🚀 Don't miss out on your opportunity to see what the future of financial advice looks like. Secure your spot for intelliflo innovate 2024 now! Our line-up of industry-leading speakers from across the UK will delve into the latest topics shaping the industry. Check out our agenda and reserve your seat today: https://okt.to/AFhRSH #intellifloinnovate24 #FinancialAdvice #FinTech
To view or add a comment, sign in
-
From seasoned professionals to financial novices, everyone can gain confidence in managing finances with ease. Our platform offers intuitive charts, real-time insights, and expert analysis to keep you informed. Stay ahead with a tool that evolves with the market’s demands! Take control of your financial future—visit us today! invesicore.com #FinancialMastery #MarketInsights #InvestmentTools #FinanceMadeEasy
To view or add a comment, sign in
-
If you are a Wealthbox user (or are interested in learning more about them), make sure to join us for this webinar on how Wealthbox + Testimonial iQ work together to automate the process of generating testimonials.
📣 New Partnership! Learn about the new integration between Testimonial iQ + Wealthbox that automates client feedback collection. Learn more 👉 https://lnkd.in/eUHTxFF7
To view or add a comment, sign in
33 followers