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:

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.

SmartRoom Custom Investor Portal
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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