WorkSmart – Accounting and Finance

Streamline and accelerate financial deals and investment processes

WorkSmart – Accounting and Finance

WorkSmart.net provides financial services organizations with a Web-based collaborative environment for streamlining and accelerating financial transactions and processes such as complex deals, investments, claims processing, equity research and asset management.

WorkSmart.net gives geographically dispersed analysts, managers, clients, lawyers, bankers and regulators secure access to projects, processes and information via the Internet. With just a login name and password, team members can access a comprehensive set of integrated services including virtual team collaboration, document management, task management, group scheduling, discussion forums, Web databases and more!

Application Scenarios

  • Deal Management
  • Proposal Development
  • Equity Research
  • Claims Processing
  • Accounts Management
  • Asset Management
  • Financial Planning & Wealth Management

Key Features

  • Set-up virtual deal rooms for managing all aspects of your deal and investment processes – from initial qualification, through to due-diligence, funding, management and closeout.
  • Electronically store and manage all types of documents and files including pitchbooks, memorandums, reports, financial models, term sheets and recommendations.
  • Allow stakeholders to actively participate in managing their own portfolios and to collaborate with portfolio/fund managers for investment advice, decision making and transaction approval.
  • Guarantee the security of your system with multiple access permissions and disseminate time sensitive equity research notes, analyses and reports to authorized users.
  • Track and manage multiple versions of documents and shorten review and approval cycles.
  • Assign tasks, track milestones and coordinate calendar schedules with team members, managers and clients.
  • Post important announcements, setup discussion forums and keep everyone informed on the latest developments.
  • Capture and preserve all content and context surrounding a transaction or a process for ongoing access, re-use, and as a historical record.

Trusted by Companies all over the World

See what WorkSmart can do for you.