Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
CommonSubDoc is the Future of Fund Management & Investor Relations. Our cloud-based SaaS solution with CRM capabilities, designed for fund managers, investment managers and fund administrators, is the ideal solution.
Why Choose Us?
Experience: We have years of experience working in the financial sector and understand the unique challenges that fund managers and investors face.
Innovation: We invest continuously in technology to ensure that you have the latest features, and stay ahead of the market.
Security is our top priority. Our platform uses robust security measures to protect your information.
Customer Support: We have a dedicated team of support staff that is ready to help you at every step, ensuring an enjoyable and smooth user experience.
Description
Establishing connections with the right investors at the appropriate moments allows you to concentrate on what you excel at—growing your business. Irwin offers unparalleled and precise capabilities for shareholder monitoring by integrating unique datasets that provide a comprehensive overview. It enables you to track fluctuations in your shareholder composition, encompassing institutional, retail, and activist investors. The platform simplifies the process of searching for institutions, funds, and retail investment advisors. With access to a vast global network of qualified investors, Irwin enhances your outreach efforts. The user-friendly design of Irwin facilitates effortless organization of your company's contacts. Furthermore, the built-in CRM feature is designed to streamline and enhance your communication with both investors and stakeholders, ensuring that your engagement remains effective and meaningful. This way, you can cultivate lasting relationships that support your business growth.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Seamless
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Formidium
Founded
2016
Country
United States
Website
www.commonsubdoc.com
Vendor Details
Company Name
Irwin
Founded
2017
Country
Canada
Website
www.getirwin.com
Product Features
Investor Relations
Automated Reporting
No
Compliance Management
Yes
Custom Emails / Newsletters
Yes
Data Centralization
Yes
Deal & Acquisition Management
No
Document Creation
No
Document Management
No
Electronic Signature
Yes
IR Website Builder
No
Investor CRM
Yes
Investor Transactions / Valuations
No
Product Features
Investor Relations
Automated Reporting
No
Compliance Management
No
Custom Emails / Newsletters
No
Data Centralization
No
Deal & Acquisition Management
No
Document Creation
No
Document Management
No
Electronic Signature
No
IR Website Builder
No
Investor CRM
No
Investor Transactions / Valuations
No