The Future of Cybersecurity for Pension Plans
Begins with Smarter Data Management.
Trusted by public institutions to securely manage and share sensitive information, SmartCloud gives pension funds the tools to stay compliant, efficient, and protected in a high-risk digital environment.
Please join Matthew Small, SmartCloud, and Dan Ursin, The Berwyn Group, as they discuss:
Rethinking Cybersecurity – What the Future Looks Like.
- Tuesday, May 20, 2025
- 2:15 PM – 3:15 PM
- BREAKOUT SESSION B | Plaza Ballroom D
Why Pension Funds
Choose SmartRoom
As public pension plans face increasing cybersecurity threats, regulatory pressure, and operational complexity, secure data sharing and internal collaboration have never been more essential.
Built for Security
- SOC 2 Type II certified with AES 256-bit encryption (in-transit/at rest)
- Annual Penetration Test
- Multi-Factor Authentication and Single Sign-On
- Full audit trails and role-based access controls
- Real-time revocation of access — even post-download
- Redact PII data directly in the system
Smart, Simple Collaboration
- Real-time collaboration on all MS Office documents via SmartOffice
- Enable investment fund managers to upload and collaborate on documents
- Internal document notes, version control, and markups
- Communicate with investment funds and advisors directly in the SmartRoom
- Collaborate on-the-go with SmartRoom's mobile application
Custom Workflows for Pension Operations
- Integrate with CRM's such as DealCloud and Salesforce
- Create and collaborate on investment briefs and models
- Tagging for investment fee reconciliation and reporting
- Execute agreements without leaving SmartRoom with our DocuSign Integration
- Capital calls emailed directly to your SmartRoom
- Leverage Bloomberg's excel add-in via SmartOffice
End-to-End Support You Can Rely On
- Personalized onboarding with U.S.-based project managers
- Assignment of a dedicated project manager to empower your team through the life of the partnership
- 24/7/365 global support — for you and your stakeholders
- Consultative service that adapts to your workflow and tech environment
Successful Deployment
Public State Investment Fund
SmartRoom recently helped a large Public State Investment Fund move off the state network and transform how their investment and internal teams collaborate — securely and efficiently. From document creation to collaborating with investment managers, the entire lifecycle is now centralized in a single platform.
- Consulted with the client to understand their needs and workflows
- Configured the solution to match client needs and workflow
- Secure file staging, editing, and audit trails
- SmartOffice integration for document creation and collaboration
- Enabled investment managers to upload and collaborate on documents
- Created workflows to assist with processing and administering their loan portfolio
- Direct email uploads via custom email address to easily injest documents
- Leverage SmartShare to share SmartRoom documents to internal / external parties
Used in 80+ countries
Trusted by 50,000+ companies
Woman/Minority-owned business
Serving public & private institutions for 20+ years
We're Leaders in AI Innovation
SmartSearch:
Leading The Future of AI-Powered Document Management
Say goodbye to manual document searches and hello to SmartSearch. Our AI-driven search functionality provides the most relevant documents based on your keywords, saving you time and effort.
SmartSearch is designed to handle the massive data volume needs in any industry, making it easier to find what you need, when you need it.
SmartSummary:
Insights at Lightning Speed
With the AI-Powered SmartSummary feature, finding critical information in complex documents has never been easier. Powered by advanced AI, it scans and synthesizes content into concise, actionable summaries, saving hours of manual review.
Whether you’re conducting due diligence or managing large data sets, SmartSummary ensures you uncover key insights with unmatched precision and efficiency.
Trusted By Industry Leaders
“Partnering with SmartCloud has simplified and streamlined our M&A activity from both the buyside and sellside. Ease of use, dedicated support and best in class technology saves us hours of time on every transaction while ensuring a safe, reliable platform for our data.”
Marc D. Benson
“SmartCloud is our go-to data room provider. The system is easy to use, represents fantastic value for money and the support and service from the SmartRoom team is incredibly responsive and second to none.”
Christian Mancier
“After researching several competitors, closely comparing features and benefits, going with SmartCloud was one of the best decisions I made last year. Great value, tech and rockstar round-the-clock customer service, both for ourselves and on behalf of our clients. Refreshingly exemplary in all ways.
Holt Vaughn
Let’s Meet at NCPERS
Attending NCPERS? Let’s connect while we’re both here.
Whether you’re rethinking how your fund handles board packets, capital calls, or secure collaboration with advisors, I’d love to learn more about what’s working — and what could work better. No sales pitch. Just a conversation.
If you joined my session on “Rethinking Cybersecurity,” you’ve already seen how SmartRoom is helping funds like yours modernize their file sharing and workflow management.
Stop me in the hallway, send me a note, or drop me a quick message — I’m around and happy to chat.
Unparalleled Service
We exist to make your life easier. While other service providers offer support, we provide a customized service tailored to your specific deal project. Not only will any user have access to 24/7/365 in-house support, you’ll be assigned a dedicated project manager to assist with administrative and management work including training, index creation, content upload, security profile setup, user invitations, alert creations, and more. Consider us an extension of your Team!
24/7/365 SUPPORT
4 AM on a Sunday Morning? Christmas Day? Yup. Give us a call, we’re here to help.
DEDICATED PROJECT MANAGER
We’re here to advise and help you get the most out of your SmartCloud experience.
24/7/365
SUPPORT
4 AM on a Sunday Morning? Christmas Day? Yup. Give us a call, we’re here to help.
DEDICATED PROJECT MANAGER
We’re here to advise and help you get the most out of your SmartCloud experience.
