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Description
FinmaxTech helps global firms, including sell-side and buy-side firms, financial services institutions, banks, FCMs and other financial service providers, drive transformation using technology, design and insights. Our suite of products covers derivatives for Electricity, Gas and Oil, Equities, Futures products, Emission products and Options. It has several modules to handle order/execution processing for venues such as TRAFiX. Fidessa. Trayport. Sphirra. Orders can be allocated to internal backoffice systems and tickets issued. Our solutions also include modules for European Confirm Matching with Equias (PDF confirmations), REMIT Reporting (LTID Breach Reporting), REMIT reporting, etc. FinmaxTech's solutions can generate invoices, track payments against them and track write-offs. The solution also handles comprehensive rule engine-based commission and fee calculations.
Description
IR.Manager stands out as the quickest and most adaptable investor relations tool on the market, providing a wide array of features that streamline the IR process. Its user-friendly interface allows for efficient time management, while its robust CRM capabilities enhance targeting and reporting functions, supported by a comprehensive database of global buy-side and sell-side contacts. The platform facilitates the management of relationships with institutional investors, analysts, and other key stakeholders, ensuring that meeting histories and notes are meticulously recorded. With insightful intelligence derived from top financial data and investor relations service providers, users can effectively monitor their ownership. Additionally, IR.Manager helps identify, qualify, and screen potential new investors through sophisticated analytical solutions. This tool offers an exhaustive set of features designed to support your entire IR team, fostering a more independent engagement with both buy-side and sell-side communities. Users can easily access their agendas, investor profiles, historical meeting data, and ownership information, making it an invaluable resource for effective investor relations management. Overall, IR.Manager serves as a critical asset for enhancing communication and strategy within the investment landscape.
API Access
Has API
API Access
Has API
Screenshots View All
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Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
FinmaxTech
Founded
2010
Country
United States
Website
www.finmaxtech.com
Vendor Details
Company Name
Euronext Corporate Services
Founded
2016
Country
The Netherlands
Website
corporateservices.euronext.com/en/ir-manager
Product Features
Product Features
Investor Relations
Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations