SMARTLP: INVESTOR REPORTING AUTOMATION
INVESTOR REPORTING MADE EASY.
Our SmartLP application allows you to automate the creation of investor-specific reports based on your existing templates and processes. Reports are automatically distributed to their secure, designated folders within your investor portal.
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 three different report creation and distribution tools:
Smart-Merge
Map investor information with investor documents to create custom reports for each investor. Then automate the distribution of those documents to their designed investor portal.
Smart/Move
Map documents from any source system a secure, centralized folder. Then, automate the distribution of those documents into their designated investor portal.
Smart/Split
Instantly split a consolidated PDF report into separate investor-specific reports. Then automate the distribution of those documents into their designed investor portal.
CORE PRODUCT OFFERINGS
SmartExchange integrates the leading alternative investment solutions. They’re powerful alone – but even better when used together.
Investor Portal
Impress your investors with an intuitive experience complete with dynamic dashboards and real-time access to fund information.
Customize the portal design to match your branding and choose what information to share with investors.
Custom App Builder
SmartExchange is a completely customizable solution. Build out your portal, dashboard and menus to mirror your existing workflows.
Virtual Data Room
Get full access to our industry-leading virtual data room and all its functionality from directly within SmartExchange.
Create custom user settings to enable secure file sharing and collaboration.
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SmartLP Report Automation
Our SmartLP application allows you to automate the creation of investor-specific reports based on your existing templates and processes.
Reports are automatically distributed to their secure, designated folders within the Investor Portal.
Project Management
Manage the entire due diligence process within SmartExchange with our project management tool.
Securely share and collaborate on tasks, associated documents, deadlines and more.
Connect Silo Business Applications
Our API allows you to integrate your business applications to match your existing workflows. Integrate DealCloud, or any other CRM, to easily import and manage contacts.
Connect your DocuSign account to manage NDAs and other contracts within SmartExchange.
