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As a short overview

 

The platform has two main functions:

1. Investments can be classified (as are products on eBay), and you can specify your supply or demand and give other users the opportunity to search for investments according to given criteria.

Additionally, you can make a request for proposal (RFP) within the given criteria, and potential suppliers can state which kind of RFP they are willing to receive.

Classifications for investments fall under the following categories (with respective subcategories):

- Asset classes, with sub criteria

- Investment vehicles (incl. consulting, congress, and research)

- Liquidity (type of market)

- Investment focus

- Investment form (active/passive, especially for funds)

- Legal/distribution criteria like: In which countries is distribution for qualified/retail investors possible, minimal investments, currencies, fees, track records, etc.

 

 

2. Users can mutually connect with one another on the platform. This functionality is similar to that of LinkedIn, focusing on criteria relevant to the investment industry. (At registration, you can choose who will be able to see your information.)

The criteria are as follows:

- Are you already connected with other users on SmartMoneyMatch?

- What type of user are you: Investor/general or supplier (e.g. asset manager)?

- If an investor, are you a qualified/accredited investor?

- What are your assets under management (AUM)? As an investor, you can choose whether or not you want to reveal this information at registration.

- What type of investor are you?

- What is your country of residence?

- In what languages can you communicate?

 

The use of this platform is available for free until the end of 2016, thereafter a fee for supplied investment products of approx.  100 euros per product and year is planned to finance the platform.