Smartkarma

Getting Started: For Insight Providers

Helpdesk

Insight Providers

Craft your title with the following points in mind

Why are Insight Titles so Important?

How to apply the final touches to your Insight and publish it

Publishing an Insight

Composing and Formatting an Insight

Customise the Disclosure and Certification that appears below your Insights

Disclosure and Certification

How you can leverage on the community of Insight Providers

Peer Review

How you can follow up on earlier Insights put on Smartkarma

Fork an Insight

Legal guidance on how to avoid infringing third parties' intellectual property rights when producing content.

Guide for Insight Providers on 
Third Parties' Intellectual Property Rights

Guidance on how to avoid infringing Material NonPublic Information obligations when producing content.

Guide for Insight Providers on Material NonPublic Information

How to schedule Insights for future publishing on Smartkarma

Insight Scheduling Feature

Boomerang

AI-based features to streamline Insight publishing on Smartkarma

Smartkarma's AI Toolkit for Insight Providers

Publishing

Get notifications for all activities on Smartkarma related to your work

Activities

Accessing Your Insight

How you can post quick updates and comments on Insights and Entities

Discussions

Find which Entities people are looking at on Smartkarma

Discovery

How to make your profile look the way you want it to

Editing Your Profile

How to show your appreciation on Smartkarma

Likes

How you can store Insights, notes and external reports for easy access

Locker

How Insight Providers can offer value-added services on Smartkarma

Premium Services

Learn how you can send and receive private messages between individuals and groups

Private Messaging

Look at Insights and Discussions on a specific Entity

Viewing an Entity Page

Viewing an Insight Provider’s Profile

How to share your Insights directly on social media

Linking Social Media Accounts to Smartkarma

Details about our Smartkarma Plus subscribers

Smartkarma Plus Subscribers

Easily keep track of key notifications on the platform

High Priority Notifications

Beyond Publishing

Smartkarma ChartBuilder

HoldCo Monitor

IPO Analyser

M&A Analyser

M&A Statistics

Other Tools

Details about QVA, and the Calculation Methodology

Quantified Value Add (“QVA”)

Answers to top questions on Payments asked by Insight Providers

Insight Provider Payment FAQs

How we aim to provide substantive research to our clients

What is the Smartkarma Substantiveness Initiative?

Additional Smartkarma initiatives Insight Providers can participate in to augment payments

The Smartkarma Originals Program

Benefits of the Smartkarma Referral Program and how to get started

Smartkarma Referral Program

Correcting Factual Errors on Insights

Continuum of Content

Quantified Value Add ("QVA"), Payments and Initiatives

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Volume, creators and topics for your company.

Insights

Top creators

AI topics

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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