Broadridge is operational around the globe. Our highest priorities are keeping our associates safe and ensuring our ability to serve our clients. Read more.

SmartRoom

Virtual data room

M&A transactions, and private equity and venture capital transactions are filled with complexities — for both you and your clients. With multiple collaborators, large amounts of information and tight deadlines, you need a reliable data room solution. SmartRoom is designed to streamline the due diligence process by enabling you to share, collaborate and manage documents securely online.

The market’s leading virtual data room

SmartRoom is a cloud-based platform that lets companies securely view, print, save and modify rights — even remove documents with remote expirations controls — across large user bases. Securely remove documents at any time with our remote expiration controls.

Real-Time Analytics & Reporting

Faster Due Diligence

Notifications & Alerts

Customization & Branding

Control and monitor documents from anywhere

Provide the right access to the right people

Work on your content where it resides

Mirror and synchronize SmartRoom content to your desktop and work where your content resides with SmartDrive. Or, Microsoft Office integration lets you create and edit Word, PowerPoint and Excel documents within your SmartRoom.

Fast, easy and accessible

Upload speed: Upload a gigabyte of information in under 4 minutes.
Index filter: View the SmartRoom from any user’s point of view with one-click filters.
Email to SmartRoom: Documents sent as attachments via email can be directly forwarded to SmartRoom.

See Product Specifications

Video

Single-source efficiency

Our streamlined approach includes innovative technology and proven services to save time, effort and expense — and add value at every step.

Experience, expertise and results for law firms

5,000+

Public companies and top law firms rely on us.

1:3

SEC filings leverage our solutions.

66K

EDGAR filings processed each year.

Fact Sheet

Broadridge for Law Firms: Simply Aligned

Fact Sheet

IPO Services: Navigate the Complexities of Becoming a Public Company

Broadridge Acquires Summit Financial Disclosure LLC

Press Release

Broadridge Enhances Document Composition and Compliance Reporting Capabilities, Acquires Summit Financial Disclosure, LLC

Schedule a demo

Welcome back, {firstName lastName}.

Not {firstName}? Clear the form.

22c-2 Compliance22c-2 Compliance

Advisor Resource CenterAdvisor Resource Center

Advisor WebsitesAdvisor Websites

Annual ComplianceAnnual Compliance

Asset ServicingAsset Servicing

Bank Debt and Loan TradingBank Debt and Loan Trading

Beneficial Proxy ServicesBeneficial Proxy Services

Billing and Expense ManagementBilling and Expense Management

Capital Markets DisclosuresCapital Markets Disclosures

Cash ManagementCash Management

Collateral ManagementCollateral Management

Compliance and Regulatory Accounting Managed ServicesCompliance and Regulatory Accounting Managed Services

ConnectivityConnectivity

Consumer Preference and Profile ManagementConsumer Preference and Profile Management

Continuing EducationContinuing Education

Credit and Market RiskCredit and Market Risk

Data Management and ArchivalData Management and Archival

Data Management, Analytics and ReportingData Management, Analytics and Reporting

Derivatives Trade ProcessingDerivatives Trade Processing

Digital DeliveryDigital Delivery

Digital Experience ManagementDigital Experience Management

Direct MarketingDirect Marketing

Document CompositionDocument Composition

EDGARFormsEDGARForms

Enhanced PackagingEnhanced Packaging

Enhanced Proxy DesignEnhanced Proxy Design

Equity Trade ProcessingEquity Trade Processing

ESG Advisory ServicesESG Advisory Services

Expense Management and Fee ValidationExpense Management and Fee Validation

Expense Management Managed ServicesExpense Management Managed Services

Financial ReportingFinancial Reporting

Fixed Income Trade ProcessingFixed Income Trade Processing

Foreign Exchange Trade ProcessingForeign Exchange Trade Processing

Global Securities Class Action ServicesGlobal Securities Class Action Services

Global SWIFT ServicesGlobal SWIFT Services

Intelligent ProspectingIntelligent Prospecting

Intraday Risk MonitoringIntraday Risk Monitoring

Investment AccountingInvestment Accounting

Managed Reference Data ServiceManaged Reference Data Service

Managed Services, Hosting and IntegrationManaged Services, Hosting and Integration

NewslettersNewsletters

Operational Risk ManagementOperational Risk Management

Performance and AttributionPerformance and Attribution

Performance Dashboards and Operational ReportsPerformance Dashboards and Operational Reports

Portfolio and Order ManagementPortfolio and Order Management

Portfolio Securities VotingPortfolio Securities Voting

Post Trade and Regulatory CompliancePost Trade and Regulatory Compliance

Post Trade Control SolutionsPost Trade Control Solutions

Post Trade Processing Managed ServicesPost Trade Processing Managed Services

Pricing and ValuationPricing and Valuation

Print Delivery and Postal OptimizationPrint Delivery and Postal Optimization

Print MarketingPrint Marketing

Proxy ServicesProxy Services

ProxyVoteProxyVote

Rapid OnboardingRapid Onboarding

ReconciliationReconciliation

Reconciliation Managed ServicesReconciliation Managed Services

Reference Data ManagementReference Data Management

Registered Proxy ServicesRegistered Proxy Services

Regulatory CommunicationsRegulatory Communications

Revenue Management and Fee BillingRevenue Management and Fee Billing

Sales and Asset ReportingSales and Asset Reporting

Securities FinanceSecurities Finance

SeminarsSeminars

Shareholder Data ServicesShareholder Data Services

SmartRoomSmartRoom

Sponsored Name PlacementSponsored Name Placement

Stock TransferStock Transfer

Tax ServicesTax Services

Virtual Shareholder MeetingVirtual Shareholder Meeting

Wealth Insight ServicesWealth Insight Services

The right insights, right now

How can we help?

Become a Broadridge partner

Thank You

Talk to us

Thank You