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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 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 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 their designed investor portal.

Smart-Merge 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.  

SmartSplit Investor Portal

Smart/Split

Instantly split a consolidated PDF report into separate investor-specific reports. Then automate the distribution of those documents their designed investor portal.

CORE PRODUCT OFFERINGS

SmartExchange integrates the leading alternative investment solutions.  They’re powerful alone – but even better when used together. 

SmartExchange Alternative Investments Investor Portal

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.

TRUSTED BY THE TOP ALTERNATIVE INVESTMENT FIRMS

 

 

warburg
Swander
sentinel
riverside
Norwest logo
Kholberg
hig capital
carlyle
blackstone
baird
Alternative investment app builder solution

Custom App Builder

 

SmartExchange is a completely customizable solution. Build out your portal, dashboard and menus to mirror your existing workflows.

alternative investments data room integration

SmartRoom logo

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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Investor LP reporting automation tool

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.

Alternative investments project management solution

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.

API CRM integration

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.

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