Smartkarma

Getting Started: For Clients

Helpdesk

Clients

How and where do you read Insights on Smartkarma

Reading an Insight/Reading Pane

Helping you efficiently scan your Smartkarma feed

SKIM

Insight summaries designed to help you quickly review content-rich Insights

Smart Takes

Sort Insights based on Views and associated Discussions

Re-ordering Based on Most Viewed or Most Discussed

Find specific Insights based on various characteristics

Setting Up Filters

Quick Filters

Changing Your Insight List Layout

Refining Your Insight List

Make changes to your account settings to find the most relevant work on Smartkarma

Managing Your Settings

Changing Your Settings

Get notifications for activities on Smartkarma

Activities

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

Discussions

Keep track of Insight Providers and Insight Streams you like

Follows

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

Private Messaging

How to keep track of all relevant Entities on Smartkarma

Watchlists

Viewing All/Other Insights

Look at Insights and Discussions on a specific Entity

Viewing an Entity Page

Viewing an Insight Provider’s Profile

Interact with Insight Providers via internally-approved communication systems

Email-based Communication Between Clients and Insight Providers

Exploring Beyond Your Reading List

How to show your appreciation on Smartkarma

Likes

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

Locker

Avoid looking at work by an Insight Provider

Mute an Insight Provider

HoldCo Monitor

IPO Analyser

M&A Analyser

M&A Statistics

Identify companies that meet specific criteria across key factors

The Smartkarma SmartScore Screener

More Features and Tools

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.