How It Works | Smart Money Match
More about SmartMoneyMatch
Register. It’s FREE
Join the platform that connects the global investment community
Already have an account? Login here
SmartMoneyMatch connects the global community
Please find below our features and guides on how to use the SmartMoneyMatch successfully and connect to the global investment community.
Investment matching
- Money managers classify their offers with a given granular criteria catalog (like eBay, but for investments only)
- Distribution is compliant as asset managers indicate what type of investor (qualified/retail) is allowed to see the investment in which jurisdiction
- Investors can find appropriate investments according to their criteria, jurisdiction and qualification status.
- Investors can network by sharing due diligence for certain investments/managers
Request for proposals (RFPs)
- Asset owners and investment consultants can create investment mandates
- There is a given questionnaire that can be adjusted to the specific needs
- Asset managers can hand in their offers to the RFP creator
- The RFP stays anonymous for the RFP creator, and he can accept/reject proposals
Jobs
- Employers can post their investment-related jobs
- People can search for asset management and other related jobs
- Users can create search-subscriptions
Events
- Event organizers publish their upcoming events.
- Users can browse events.
- Events can be organized using the event platform.
Investment service providers
- Users that offer services for the investment industry can promote their offers
- People can search for experts in a given country that speak their language
- Possibility for a search subscription
Business directory
- Find and get found in our business directory for the asset management industry
- Search criteria are location, language, and activities
- You can also use tags
Networking
- SmartMoneyMatch is the global online meeting point for the asset management industry
- You can connect, message and follow other users to build your investment network
- There are some CRM functionalities like notes and tags to help you organize your network
Member news
- Organizations and users have a profile page
- Updates like jobs, events, articles, and polls can be posted
- Followers can see it on their dashboard, can comment and share
Premium
- Premium members get exclusive offers from our valued partners.
- Premium members get enhanced access to the platform.
More about SmartMoneyMatch
Register. It’s FREE
Join the platform that connects the global investment community
Already have an account? Login here
