SmartMoneyMatch is a platform for:

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

• 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

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