Advisor CRM Announces Alliance with SmartData
Advisor CRM this week announced its partnership with SmartData, a data aggregation and prospect engagement platform.
“This partnership brings us closer to a fully automated operational core—one where advisors spend less time chasing paperwork and more time building relationships.”
Leibel Sternbach, Advisor CRM
“Advisors are tired of duct-taping point solutions together,” said Leibel Sternbach, partner and CTO of Advisor CRM. “This partnership brings us closer to a fully automated operational core—one where advisors spend less time chasing paperwork and more time building relationships.”
The launch comes off the heels of an AI meeting assistant announced by Advisor CRM last month. The AI technology offer direct access to advisors’ CRM data from within ChatGPT and Claude via Model Context Protocol (MCP).
Advisor CRM’s integration with SmartData allows advisors to eliminate manual entry, accelerate the onboarding process, and automatically access key client data, including portfolios, life and annuity policies, and external financial accounts. Clients and prospects alike can also use SmartData Connect to share their financial data with advisors. All Advisor CRM users now also have access to an exclusive SmartData discount. Those interested in using the SmartData integration can activate it within Advisor CRM’s platform at www.advisorcrm.com. The discount code can be found under their profile or on the integrations page.
“At SmartData, we firmly believe that enhancing operational efficiency enables advisors to build better relationships with their clients,” said Ryan Morrison, CEO of SmartData. “Our strategic partnership with Advisor CRM allows us to extend our vision of effortless onboarding to more RIAs. Together, we’re empowering firms to work smarter, faster, and with greater confidence.”
