SmartLP- Custom Investor Reporting Solution
Streamline Investor Reporting with SmartLP™
SmartRoom’s SmartLP™ solution is a cloud-based investor portal and reporting tool that allows your fund to automate the customization and distribution of investor documents and then allows investors to access those documents in a secure, centralized portal. In short, SmartLP™ combines the automation of investor report creation with a simple intuitive online experience for today’s investors. Keeping your statements organized and your investors connected has never been easier.
AUTOMATE YOUR PROCESSES
Automate the creation of investor-specific reports and the distribution of those reports to their secure, designated folders within the Investor portal. SmartLP™ allows you to take advantage of advanced workflows through two different report creation and distribution tools:
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.
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.
Users & Security Profiles
Automatically invite new investors to the portal and establish security profiles that control view, print, and save rights.
Pre-configure and customize the colors, logo, email invitations, and welcome text of the investor portal.
Automate alerts and instantly notify investors via email when their new documents are available in the portal.