Smart Import  New   We're excited to introduce Smart Import, a simpler way to enter plan data! Smart Import utilizes AI technology to analyze client documents and extract profile data streamlining plan setup with less manual work. To upload a document, navigate to the Advisor Portal / "…" More menu / Data Import tab, and select Smart Import. After the scan is complete, review the data and choose which items to import into the plan. The information can be used to create a new household or it can be...