SmartLP- Custom Investor Reporting Solution
Streamline Investor Reporting with SmartLP™
SmartRoom’s SmartLP™ portal is a cloud-based platform 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 hub. In short, SmartLP™ combines the automation of 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 users and establish security profiles that control view, print, and save rights.
Pre-configure colors, logo, email invitations, and welcome text.
Automate alerts and instantly notify investors via email that their newest documents are now accessible.