Premium Services

Smartkarma's Premium Services enables asset managers to interact with Insight Providers by requesting a range of research services above the written insight on Smartkarma.


Portfolio managers and analysts currently subscribed to Smartkarma now have the ability to interact deeper with Insight Providers beyond their written insight.

Insight Providers

Smartkarma Insight Providers can enable Premium Services to monetise their research services and increase the breadth of service provided to buy-side clients.

The Next Level of Insight


A call between a client and Insight Provider to discuss any investment-related topic, typically related to an insight published on Smartkarma.


A meeting between a client and Insight Provider to discuss any investment-related topic, typically related to an insight published on Smartkarma.


An Insight Provider can build a financial model for a company or topic based on the client’s specifications.


An arranged call with a corporate, client and Insight Provider on any investment-related topic, typically related to an insight published on Smartkarma.


An arranged meeting between a corporate, client and Insight Provider on any investment-related topic, typically related to an insight published on Smartkarma.


A bespoke research project that is outlined upon the client’s request.

Key Benefits

A new and innovative way of connecting the buy-side with our community of Smartkarma Insight Providers.

Deeper Engagement

The buy-side can engage with Insight Providers to discuss or obtain a deeper level of insight related to the ideas written on Smartkarma.

Streamlined Requests

Submitting requests for Premium Services is a simple process, fully managed via the new Premium Services request centre.

Bespoke Services

Interactions are not limited in scope, providing the buy-side with the ability to request bespoke services that can be quoted based on the client’s need.


Compliance Officers gain access to dedicated dashboards for regulatory monitoring and reporting of consumption analytics.

Premium Services

Subscription Plans

From as little as USD 2,000 per month, select between the Lite, Basic and Pro Subscription Plans and get started with Premium Services today.

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Smartkarma Pricing

Frequently Asked Questions

What types of services are available through Premium Services?

The Premium Services offering creates additional opportunities for engagement between Clients and Insight Providers over and above standard platform access. Some examples of available Premium Services include calls, face-to-face meetings, bespoke research projects, company visits and financial modelling. The Premium Services offered and provided by Insight Providers do not constitute targeted legal, financial or investment advice.

Are Premium Services included in my standard subscription?

No,​ ​a separate Premium​ ​Services​ subscription ​must​ ​be​ ​purchased​ ​on​ ​top​ ​of​ your​ ​standard​ ​Smartkarma​ ​subscription.​ ​Premium Services​ ​subscriptions​ ​are​ ​exclusively​ ​available​ ​to​ ​Smartkarma​ ​subscribers.

How are Premium Services charged to clients?

Insight Providers set their Interaction Rates in USD, which Smartkarma then converts into a SMART equivalent. Clients can purchase between three tiers of SMART Subscriptions: Lite, Basic and Pro. Each subscription package provides you with different amounts of SMARTs, and in turn different amounts of interactions with Insight Providers. For more information on Premium Services pricing, please contact [email protected]

How is the value of a SMART (credit) determined?

The cost of a SMART depends on the subscription package chosen, with each tier of package bestowing increasing value. Insight Providers set their own Interaction Rates, and Smartkarma converts these rates into SMART equivalents, and consolidates them to create simple and transparently priced analyst tiers.

How can I get set up to use Premium Services?

Prior to using Premium Services, your firm must purchase a Premium Service Subscription, receive internal compliance approval, and agree to our Premium Services terms. You can initiate this process by selecting the Premium Services button on the platform, in an Insight, or within an Insight Provider’s profile. This will prompt an email message with further instructions on how to provision Premium Services.

What are the costs to the Premium Services packages?

More information about Premium Services pricing can be found on this link.

What paperwork is required?

Existing Smartkarma clients must complete and sign the Premium Services Order Form at the company level, prior to receiving access to Premium Services. This Order Form contains the specific Premium Services terms, conditions and restrictions, which shall apply to your usage of Premium Services.

Premium Services credits (“SMARTs”) may be used by the Client’s Authorised Users who have been allocated a Log-in under the Client’s standard Smartkarma subscription.

Are there eligibility criteria to access Premium Services?

To access Premium Services, Client/Client Authorised Users must have:

  • an active standard Smartkarma Subscription
  • purchased a Premium Services Subscription
  • received internal compliance permission to access the Smartkarma Premium Service offering
  • no employment, third-party or regulatory restraints

How do I purchase Premium Services SMARTs?

Your firm acquires SMARTs by selecting from any of three pricing tiers (Lite, Basic, Pro) when purchasing an annual Premium Services Subscription, as an add-on to the standard Smartkarma subscription.

To purchase Premium Services, please email [email protected].

How do I request a Premium Service once I’ve been onboarded?

Once​ ​Premium​ ​Services​ ​has​ ​been​ ​enabled​ ​for​ ​your​ ​firm​ ​and​ ​SMARTs​ ​have​ ​been​ ​purchased,​ ​you​ ​can​ ​request Premium​ ​Services​ ​by​ ​selecting​ ​the​ ​Premium​ ​Services​ ​button​ ​in​ ​an​ ​Insight​ ​or​ ​within​ ​an​ ​Insight​ ​Provider’s​ ​profile. You​ ​can​ ​then​ ​indicate​ ​the​ ​specific​ ​service​ ​you​ ​are​ ​looking​ ​for.​ ​The​ ​Premium​ ​Services​ ​team​ ​will​ ​get​ ​back​ ​to​ ​you with​ ​a​ ​response​ ​within​ ​12​ ​hours.

Which Insight Providers are on Premium Services?

An ​Insight​ ​Provider’s​ ​participation​ ​​in​ ​Premium​ ​Services, as well as their Interaction Rate and offerings,​ ​are​ ​fully​ ​at​ ​their​ ​discretion.​ ​Insight Providers​ ​who​ ​are​ ​participating​ ​in​ ​Premium​ ​Services​ ​will​ ​have​ ​a​ ​blue​ ​“Premium​ ​Services”​ ​icon​ ​on​ ​their​ ​profile.

Who can I speak to about the Premium Services I receive?

Clients can notify the dedicated Premium Services team with any requests, issues or concerns regarding the provision of Premium Services by contacting [email protected].

How can I see my Premium Services account activity or monitor usage?

You​ ​will​ ​be​ ​able​ ​to​ ​monitor​ ​your​ ​SMARTs​ ​and​ ​account​ ​activity​ ​on​ ​your​ ​Premium​ ​Services​ ​Dashboard.

How does Premium Services fit into my compliance protocols?

Purchase of a Premium Services Subscription and access​ ​to​ ​Premium​ ​Services​ ​will​ require ​approval​ ​from​ ​your​ ​compliance​ ​officer​ ​or​ ​internal​ ​approver.​ ​Further bolstering​ ​compliance,​ ​Insight​ ​Providers​ ​undertake​ ​to​ comply with comprehensive​ ​protocols​ ​around conflicts,​ ​confidentiality​ ​and​ ​material​ ​nonpublic​ ​information​ ​(“MNPI”).​ ​ ​More​ ​information​ ​can​ ​be​ ​found​ ​on Smartkarma’s​ ​dedicated​ ​compliance​ ​site:​ ​

How do you safeguard against MNPI when using Premium Services?

Smartkarma​ ​maintains​ ​a​ ​multi-faceted​ ​approach​ ​to​ ​address​ ​the​ ​important​ ​issue​ ​of​ ​MNPI,​ ​including​ ​Insight​ ​Providers​ ​agreeing​ ​to​ ​abide​ ​by​ ​specific​ ​content​ ​restrictions​ ​and​ ​warranties surrounding​ ​MNPI.

How does this fit into MiFID II?

Providing​ ​clients​ ​with​ ​a​ ​transparent​ ​channel​ ​to​ ​engage​ ​with​ ​a​ ​large​ ​number​ ​of​ ​providers​ ​and​ ​accessing​ ​only​ ​those services​ ​needed,​ ​transparently​ ​and​ ​efficiently,​ ​without​ ​any​ ​possibility​ ​of​ ​inducement,​ ​is​ ​something​ ​unique​ ​to​ ​the Smartkarma​ ​platform.​ ​In this way, Smartkarma​​ ​meets​ the requirements of ​MiFID​ ​II​ ​regulation.​ ​Prior​ ​to​ ​any​ Client provisioning​ ​Premium​ ​Services,​ ​applicable​ ​agreement​ ​and​ ​compliance​ ​approvals​ ​must​ also first ​be​ ​met.

Do SMARTs expire?

SMARTs are valid for one year, from the commencement of your subscription, but may be rolled out incrementally over the course of the annual subscription according to your firm’s nominated billing period (see above). Any unused SMARTs at the end of the annual subscription period expire and do not roll over.

What happens if we use all our credits before the end of the subscription period?

With Smartkarma’s written approval, you may accrue negative credit, for which you will be billed at the end of the annual subscription period as a one-off payment, calculated on the terms of your selected package.

Sense-check your next investment with Smartkarma Premium Services.