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Average Ratings 0 Ratings
Description
Collaborate with Nasdaq to discover how your organization can enhance the efficiency and impact of your Investor Relations (IR) program through Nasdaq IR Insight's comprehensive workflow solution, specifically designed for IR professionals. This platform supports your operations with valuable tools and insights that truly make a difference, featuring premium content and functionalities tailored from our network of partners to optimize your IR strategy. Since its launch, IR Insight has continually evolved to boost your return on investment, allowing you to gain a clearer understanding of your ownership structure, identify target investors and contacts, establish engagement objectives, and prepare effectively for roadshows and conferences. Take advantage of Nasdaq’s leading platform to stay updated with the most recent news, access corporate profiles, broker research, estimates, fundamentals, and transcripts. With ConnectIR, you can effortlessly communicate and arrange meetings with both buy-side and sell-side professionals directly through Nasdaq IR Insight. Additionally, experience the convenience of accessing IR Insight on your mobile device and integrating it seamlessly within Microsoft Outlook and Excel, ensuring you can manage your investor relations more effectively than ever before.
Description
The Smart Portfolio Manager Designed for Australian Investors. Gain immediate access to our comprehensive range of tools for tracking, analyzing, and reporting on investment portfolios. You have the ability to incorporate as many as five different portfolios into your account, which can be accessed via both our website and mobile application. Effortlessly add and evaluate stocks and funds from various exchanges, including the ASX, NASDAQ, and NYSE, among others. Additionally, utilize a personalized email address linked to your account to automatically refresh your portfolio with new trades and streamline the reporting of dividend income, ensuring you stay updated with minimal effort. This innovative platform simplifies the management of your investments, making it easier than ever to optimize your financial growth.
API Access
Has API
API Access
Has API
Integrations
FutrOS
Microsoft Excel
Microsoft Outlook
Reflexivity
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
Nasdaq
Country
United States
Website
www.nasdaq.com/nasdaq-ir-insight
Vendor Details
Company Name
Navexa
Founded
2017
Country
Australia
Website
www.navexa.io
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
Product Features
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection