See The Power of Our Integration
for Raymond James!
Customizable portal for sharing important details and marketing materials for your transactions
SIMPLIFIED & SEAMLESS EXPERIENCE
SmartExchange + Intapp DealCloud integration enables deal teams to stay focused and manage all aspects of the deal from a single easy-to-use interface. It also helps them stay focused and accountable – leading to more efficient, and successful deal outcomes.
Launch SmartRoom
- Automate SmartRoom Creation from within Dealcloud
- Direct link on Deal page to launch SmartRoom
Manage User Permissions
- Manage users and permissions to data room via Dealcloud
- Trigger data room access/email invite from Dealcloud
Document Usage Analytics
- View valuable statistics in Dealcloud
- Measure and reach buyers in diligence process with data room last login, % documents accessed, simple drill down into documents
Trusted By Industry Leaders
“Partnering with SmartCloud has simplified and streamlined our M&A activity from both the buyside and sellside. Ease of use, dedicated support and best in class technology saves us hours of time on every transaction while ensuring a safe, reliable platform for our data.”
Marc D. Benson
“SmartCloud is our go-to data room provider. The system is easy to use, represents fantastic value for money and the support and service from the SmartRoom team is incredibly responsive and second to none.”
Christian Mancier
“After researching several competitors, closely comparing features and benefits, going with SmartCloud was one of the best decisions I made last year. Great value, tech and rockstar round-the-clock customer service, both for ourselves and on behalf of our clients. Refreshingly exemplary in all ways.
Holt Vaughn
Ready to learn more about the SmartExchange & DealCloud integration for Raymond James?
Unlock the full potential of your deal management process with SmartExchange’s seamless integration with DealCloud. Say goodbye to fragmented workflows and time-consuming data transfers — our secure, automated sync ensures that your critical deal documents and insights stay connected, organized, and accessible in real time.
See SmartExchange in action today. Fill out the form to schedule a personalized demo and discover how our integration enhances efficiency, security, and control at every stage of the deal.
Unparalleled Service
We exist to make your life easier. While other service providers offer support, we provide a customized service tailored to your specific deal project. Not only will any user have access to 24/7/365 in-house support, you’ll be assigned a dedicated project manager to assist with administrative and management work including training, index creation, content upload, security profile setup, user invitations, alert creations, and more. Consider us an extension of your Team!
24/7/365 SUPPORT
4 AM on a Sunday Morning? Christmas Day? Yup. Give us a call, we’re here to help.
DEDICATED PROJECT MANAGER
We’re here to advise and help you get the most out of your SmartCloud experience.
24/7/365
SUPPORT
4 AM on a Sunday Morning? Christmas Day? Yup. Give us a call, we’re here to help.
DEDICATED PROJECT MANAGER
We’re here to advise and help you get the most out of your SmartCloud experience.
