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Synopsis
SmartAsset, a marketplace connecting consumers to financial advisors, completed the acquisition of DeftSales, a prospect engagement company. Financial terms were not disclosed. "We are enormously excited to announce the acquisition of DeftSales and we look forward to integrating their solutions with our own SmartAdvisor platform. The feedback from advisors using DeftSales has been incredibly clear - by automating many tasks, it dramatically decreases the work required to be successful in converting SmartAdvisor prospects into clients," Michael Carvin, SmartAsset CEO & Founder.
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