How It Works | Smart Money Match

How it works

More about SmartMoneyMatch


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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

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

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Request for proposals (RFPs)

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

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Jobs

Jobs

  • Employers can post their investment-related jobs
  • People can search for asset management and other related jobs
  • Users can create search-subscriptions

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Events

Events

  • 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

Learn more

Investment service providers

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

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Business directory

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

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Networking

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

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Member news

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

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More about SmartMoneyMatch


Learn more

Register. It’s FREE


Join the platform that connects the global investment community

Register

Already have an account? Login here