SmartLP- Custom Investor Reporting Solution

 

Investor Reporting Made Easy for All.

SmartLP is much more than just an investor portal.  It’s a full-stack investor services solution that integrates the entire investor reporting process onto one, centralized platform, creating a simplified experienced for both funds and investors alike.  Investor relation teams can automate the creation of investor-specific documents, and distribute them into SmartLP’s secure, intuitive portal where investors can access anytime, anywhere.

AN INTEGRATED SOLUTION FOR

Fund Managers

Investor Relations, GPs, and fund administrators can manage and automate all fund-related administration and investor communication in real-time.

Investors

Provides  investors a fully customizable, intuitive portal to manage and monitor their investments. 

AUTOMATE INVESTOR REPORT CREATION & DISTRIBUTION

Automate the creation of investor-specific reports and the distribution of those reports to their secure, designated folders within each investor’s portal account. SmartLP allows you to take advantage of advanced workflows through two different report creation and distribution tools:

Smart-Merge Investor Portal

Smart-Merge

Map investor information with investor documents to create custom reports for each investor. Then automate the distribution of those documents to our secure, centralized SmartRoom hub.
SmartSplit Investor Portal

Smart/Split

Instantly split a consolidated PDF report into separate investor-specific reports. Then automate the distribution of those documents to our secure, centralized SmartRoom hub.

CUSTOM INVESTOR PORTAL

Provide a state-of-the art investor portal for your investors to easily and securely access their documents from anywhere.

Investor Portal Users & Security

Users & Security Profiles

Automatically invite new investors to the portal and establish security profiles that control view, print, and save rights.

Investor Portal Customization

Portal Customization

Pre-configure and customize the colors, logo, email invitations, and welcome text of the investor portal.

Investor Portal Alerts

Alert Configuration

Automate alerts and instantly notify investors via email when their new documents are available in the portal.

PRIVATE EQUITY SOFTWARE TRIFECTA

SmartRoom offers a full bundle of software solutions for Private Equity Funds. They’re powerful alone — but even better when used together.

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