SmartLP™

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:

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.

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.

Users & Security Profiles

Automatically invite new users and establish security profiles that control view, print, and save rights.

Portal Customization

Pre-configure colors, logo, email invitations, and welcome text.

Alert Configuration

Automate alerts and instantly notify investors via email that their newest documents are now accessible.

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.

Pin It on Pinterest