Welcome to SmartDemo!
Click below for a step-by-step walkthrough of our product
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SmartDemo
Updated: May 09, 2025
Description
Click through a step-by-step, interactive demo walkthrough, powered by Supademo.
Steps
1
Welcome to SmartDemo!
2
Custom Onboarding Form
Included with each Smartdata account is a custom onboarding form that includes:
1. SmartUpload: AI Statement Upload (OCR), that can scan and extract data from Banking, Investment, and Life & Annuity statements.
2. Connect Portfolio link that can securely aggregate portfolio data from over 10,000 banking and wealth institutions.
3
Completed Onboarding Form
Once the onboarding form is completed, you can send the client data to your CRM.
4
CRM Integration
After syncing your CRM you can create or update an existing account with the click of a button.
We currently integrate with: Wealthbox, Redtail, and Salesforce.
5
Account Overview
Once your client is finished connecting their accounts and uploading statements, you can begin viewing the data.
6
Portfolio Data
Every SmartPortfolio includes:
- Updated Balance and Transactions
- Client statements
- Fund and Advisor fees
- Holdings
- Marketing performance
- And so much more!
7
Exporting Data
Eliminate manual data entry by easily exporting portfolio data into your risk and planning software.
8
Tax Transcript Retrieval
Interested in accessing tax data in a fast and secure way? We can also help with that.
9
Ready to get started?