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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

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