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