Best Investor Relations Software of 2024

Engage your audience anywhere. Virtual event technology gives you control. Issuer Direct's Virtual Event Platform allows you to connect audiences digitally. Platform ID. Features Issuer Direct's cloud-based, cost-effective Disclosure Management System. This is a premier newswire service that includes an analytics tracker, investor targeting, and custom investor relation feeds. There is no other communications and compliance platform that offers such a wide range of features and services. Issuer Direct®, a leading communications and compliance company, focuses on corporate issuers. Platform id., Issuer Direct's main platform, empowers users by carefully integrating the most relevant technologies and tools to simplify the process of producing and distributing financial communications and business communications. Issuer Direct is available to thousands of companies in 18 countries.

Ledgex Pro, the first platform for multiasset allocators, allows you to directly challenge data quality concerns in our space. This increases timeliness and accuracy as well as confidence throughout your investment office. Before releasing data to the rest, enter and stage data. You will have full transparency about the data's quality, revisions and approvals. You have more control over your data with less effort. Performance over custom groups and portfolios, insight into the source, age, and current analytics as each number is entered and approved by Mission Control. Accounting is fundamental to the investment office. We created a foundational system that automatically generates ledger entries, reconciles and approves each transaction once it has been approved by Mission Control. Double-entry should not require double-typing.

Interactive Telesis makes a living by developing services and solutions that transform your business into advanced technology. We are a leader in the Computer Telephony market with over a decade of industry experience and a large customer base. Every single day. We understand that solving complex problems and implementing solid solutions are the key to solving your business challenges. We are here to help you. To provide products and services that are solid enough and flexible enough to meet today’s demanding business environment. InvestorREACH gives potential investors and investors instant access to the latest corporate and shareholder information by simply picking up a touch-tone telephone. Investors can get the information they need in minutes and not weeks or days. Our automated system allows your Investor Relations staff to spend more time with analysts and brokers and less time answering individual investor questions.

Your online news center can be used to publish content. All multimedia content and news stories can be posted, hosted, and distributed from your corporate URL. It can be seamlessly integrated into your existing website. You can distribute published content directly to social media channels and traditional channels, which will enhance both SEO and search in mobile devices. Investor Relations hubs are preloaded with all the essential features of best-practice IR websites to allow public companies to meet financial disclosure and tell their corporate stories to expand audiences and followers. Our CMS is a proprietary system that provides automated financial reports, stock quotes, press releases, event calendars, email alerts, and other key components. Our award-winning software is used by leading companies to seamlessly integrate a branded IR site into their existing corporate website in minutes.

Calculating accurate distributions to your equity investors is an essential activity for your private equity firm. However, complex waterfalls in fragile Excel spreadsheets take time away from more valuable work. As you make acquisitions and grow your company, the complexity of calculating distributions across multiple projects will continue to burden your team. Your investor's expectations regarding how they receive and interpret information related to their investments are changing. They expect transparency and availability, in addition to the trust relationship you already have. Modern wealth management and investment accounts use sophisticated web and mobile investor portals. The same expectation applies to commercial real estate investments. An investor dashboard is necessary to link your investors' information with distributions and investment information in order to meet this expectation.

Premier Deal Software for Data-Driven Sourcing. Find your best buyer and establish intermediary relationships. Scale your business development efforts. Expert project management over deal preparation and due diligence. Automate analytics, reporting. Transform market data into actionable intelligence. Improve deal discipline to improve deal control. Navatar provides a comprehensive investor relations and fundraising platform. You can outperform your competitors on the fundraising trail by targeting the right LPs and creating structured processes to nurture them. This will ultimately earn your potential investors' trust. Navatar is built on Salesforce, the world's most trusted cloud security platform. It connects to the AppExchange ecosystem which offers hundreds of apps and industry data providers.

FundFormer assists alternative asset managers and investors to process their fund documents quicker. Our investor onboarding portal was specifically designed for investors in hedge funds, venture capital, and private equity. Convert subscription documents to webforms that are integrated with eSignature. FundFormer converts your existing subscription documents (investor questionnaires, tax forms, FACTA-CRS forms, etc.) FundFormer converts your existing subscription documents (investor questionnaires, tax forms, FACTA-CRS forms, etc.) to smart webforms that use conditional logic. FundFormer can coordinate all deal parties during the fundraising process, including investors’ financial advisors and legal counsel. Data exports can be created for fund administration or investor onboarding. A FundFormer professional can assist you at any stage of your fund's lifecycle, from fund launch to investor closure to post-closing secondary transactions.

Partner with Nasdaq and learn how your company can maximize effectiveness and value of your IR Program using Nasdaq IR Insight’s integrated workflow solution. This tool is specifically designed for investor relations professionals. Your workflow is supported with tools and insights that can make a difference. Premium content and functionality. These are specifically selected from our partners and integrated to optimize the effectiveness of your IR program. Since its inception, IR Insight has evolved to improve your ROI. Understanding your ownership, targeting investors & contacts and preparing for roadshows and conferences are all possible with IR Insight. ConnectIR allows you to seamlessly communicate with and schedule meetings directly from Nasdaq IR Insight. You can use IR Insight from your mobile device as well as within Microsoft Outlook & Excel.

We have everything you need, from prospect to client. Track activities, take notes, and manage your pipeline. Integrate your inbox to sync important email with your CRM. The only interactive prospect portal that comes with the CRM for Finance suite makes it easier to close deals. This tool is for financial professionals. Obsidian's Business Intelligence Suite provides a variety plugins to help financial firms analyze investor and portfolio data. This includes subscription tracking by portfolio, salesperson, or representative, performance analytics, risk analytics, and account activity & tracking. Obsidian's interactive portals are available to all types of clients, including professional, institutional, and high-net worth firms. This suite allows for unparalleled flexibility in client communication and is suitable for all investment management firms.

Poor user experience and fragmentation among technology platforms are hindering the private asset market. Vertalo connects the security token ecosystem using blockchain technology. It uses blockchain technology to bring investor management and cap tables into the 21st Century. Vertalo's platform enables new and established companies to simplify digital asset management and create liquidity. Vertalo's secure cap tables on-chain give investors and companies more control and flexibility when managing assets. Tokens can be created to fractionalize ownership, or to list and trade on an exchange. Vertalo makes it easy to instantly tokenize assets and distribute them to investor wallets. Vertalo's SEC registered transfer agent platform streamlines data security and protects the cap table. It uses a sophisticated set smart contracts to update entries based upon on-chain confirmations. Blockchain technology has opened up new opportunities in cybersecurity and business.

Innovative digital tools and solutions for investor relations managers Our innovative IR products and services will digitalize investor relations and help you in your daily IR work. EQS IRCOCKPIT is the first platform that combines investor data, contact management and disclosure obligations, and news distribution into one tool. EQSIR COCKPIT was created to simplify the work of investor relations managers. It provides simple workflows, better results, and added value for investors. Respect mandatory publication requirements. The disclosure module makes it easier and more efficient to fulfill your disclosure obligations. Your financial news can reach a broad audience. EQS Newswire is a leader for the distribution of corporate press releases and corporate news. Simple, secure, and efficient worldwide. Simultaneous upload of news on your website, social media, or stock chart.

Investor feedback and intelligence are of the utmost strategic importance. Data analysis can be used to gain this knowledge quickly and autonomously. To simplify your understanding of investor data, you can use NLP and machine-learning tools. With proprietary data, identify, target and build a long-term shareholder base. Transparent and collaborative solutions allow you to involve your board and top management. All investor feedbacks can be collected, categorized and analysed. Powerful data visualization tools make it easy to interpret investor expectations and perceptions. Facilitate the traceability and identification of investor data. Identify trends and issues within your investor base. You can get a complete profile of your investors to help you build a clear picture of your target market. Predictive analysis can help you improve your perceptions and differentiate your equity story.

Investors today expect news, financials, and general information in real time. Your IR program must keep up with the market's rapid changes. S&P Capital IQ Desktop gives IR professionals the market information they need to track shareholders, monitor analyst sentiment, and benchmark against their competition. Get the market intelligence you need to start your day. Our new investor relations dashboard offers analytics built on the IR workflow. It includes a customizable watchlist of your peers, ownership analysis for your company, market charts and top industry news. Real-time access to industry reports, models, and broker research. It is easy to understand why an analyst was excluded from a consensus estimate. Track specific analysts and trace back their estimates to the underlying research document. You can monitor revisions and trends over time using our historical data.

Reportedly allows you to share updates with your advisors, investors, and team. You can communicate with all your investors through one platform. You can see who is responding to your updates and reach out for assistance by using private and public status updates. With reminder emails, investor templates and image uploads, make your status updates as powerful as possible. You can share your company's history from the beginning - historical statuses, feedback from your team are automatically shared with all. All status reports from all companies you work with are available on one platform. Keep up-to-date with one chronological view of all your portfolio's status updates via the Reportedly feed. Share comments and like company updates to help others.

Our approach creates an immersive experience for analysts and investors, while significantly reducing the workload of issuers. Your investors will be engaged with the experience, from mind-blowing designs to data driven content strategy. All of our investor relations websites comply with ADA WCAG 2.1 AA and GDPR. They are also HTTPS secure and mobile responsive. The only proactive client service provider in the industry that is both 24/7 and 100% U.S.-based will be available to you. Equisolve's control environment is Type II audited. We support single sign-on (SAML), multi-factor authentication, and boast the most reliable and fastest global infrastructure of any IR website vendor. All IR websites are fully compliant with SEC regulations as well as exchange rules. This is the easy part. What sets us apart is our unique approach in content strategy and design.

Our proprietary multi-function IR websites communicate stock prices, news, and other financial information to potential and current stakeholders in a seamless, efficient and fully SEC-compliant website module. Our IR website solution integrates seamlessly with your existing website and offers many more features and design elements than any other available in our price range. We have over 20 years of experience in ad agencies and know the importance of consistent design. We have worked with both established brands and start-ups, so we know how to present your brand in the best possible light. Our IR sites are responsive and act as extensions to your existing site. We can also help you create a new corporate website. The thought process behind where to place your IR website is just as important as its design, aesthetics and technology.

Source deals from incubators/accelerators, co-investors, investment banks or your personal network, curate and screen them through objective scoring, build consensus, collaborate with the team members, maintain lists before you decide to take a deal into active evaluation. You can customize your deal flow to make it easier to track deals and collaborate with external and internal stakeholders. You can also view your entire deal landscape from one place. Access all portfolio companies from one place. You can also collaborate on metrics data, milestones, and other details. All deal data is available from the moment it was sourced, evaluated, and invested in. All your investor relations, communication, and finances can be managed from one place. The system does not delete data. The entire deal activity is only archived or versioned.

Software solutions for investor portals technology that allows file sharing, collaboration, as well as investor relations for investment firms, GPs and fund managers, administrators, RIAs and LPs, banks, and other institutions. Software solutions for investor portals that allow you to share, collaborate and produce information. This is where you will find the best investor experience. IPP offers a secure, reliable, and user-friendly investor portal software solution. It also provides an investor relations reporting portal. At an affordable price, attract more capital and keep existing investors happy. Secure private equity and venture capital (PE/VC) investor portal software, website, solutions. InvestorPortaLPro (IPP), a portal for fund marketing, offers reporting solutions to help you raise more money, distribute documents online securely, and collaborate with investors. You can raise money faster and give investors a clear view of real-time data. IPP investor relations portals allow you to put your property and investment information online.

IR.Manager is the most flexible, responsive, flexible, and comprehensive IR tool. IR.Manager is easy to use and provides a powerful CRM, targeting, reporting, and CRM functionality. It also offers global contacts and global buy-side and sold-side contacts. Manage relationships with analysts, institutional investors, and other stakeholders. Keep track of all meetings and notes. Through insightful intelligence sourced directly from top financial data providers and IR service providers, you can track your ownership. Advanced screening, qualification and identification solutions can help you target new investors. A wide range of features available for your entire IR team. You can connect more easily to the buy-side and sell side communities. View your agenda, investor profiles and meeting history, as well as ownership data.

You can build and maintain relationships with the right investors so you can concentrate on what you do best, which is building your business. Irwin combines unique data sets to provide you with the complete picture. This allows for the most accurate and comprehensive monitoring of shareholder activity. Monitor changes in your shareholder base including retail, institutional, and activist positions. Irwin makes it easy to search for funds, institutions, and retail investment advisors. Irwin allows you to connect with a global network of qualified investors. Irwin's intuitive design makes it easy to manage your contacts. Our CRM function is simple to use and can help you improve your communication with investors and other stakeholders.

We are industry leaders and have been working hard to improve our Virtual Shareholder Meeting platform. Online shareholder meetings allow you to provide the best experience for your attendees. You can live-stream audio or video and authenticate attendees. Validated shareholders can submit questions and vote for their shares. The Virtual Shareholder Meeting enhances the earnings call experience by allowing you and your shareholders to log in and authenticate each other. They can also vote and ask questions during the meeting. You can increase engagement by making it more convenient and secure. Secure shareholder meetings can be conducted virtually, allowing for more effective management and strengthening your relationships with your audience. Our innovative solutions simplify shareholder communications, automate processes, and increase brand awareness.

ingage is a state of the art IR software solution that allows mobility. It enables low-cost, compliant and efficient engagement between listed companies and investors. Ingage is a cloud-hosted IT platform that is supported by a dedicated team made up of industry experts. Ingage is an electronic marketplace that allows investors and corporates to connect directly and arrange access quickly, efficiently, and at a very low cost. It also functions as a full-service CRM system and IR platform, with extensive record keeping and reporting. We provide all the human expertise, support and full service that you would expect. We also systemize as much of routine admin as possible to increase efficiency and decrease costs.

No upfront implementation fees and a transformation of your client experience. Our implementation costs are spread over the term of your contract so that you can provide the experience that your clients want today. Our clients receive value quickly by ensuring rapid deployment. Our in-house project team and customer success team will ensure your platform is up in no time. We offer consulting and professional services for clients who require a highly customized deployment. We can help you with everything, from custom workflow design to software creation. We offer easy client onboarding, online data room for your funds, simplified document management, and eSignature. A rich Investor portal also offers a feature-rich Investor Portal. Online capital raising can reduce your time, cut down on costs, and give your clients a great experience. Integrated data rooms make it easy for clients to see your offerings and learn more about you.

Your attendees will enjoy interactive experiences such as earnings, investor days, or webcasts. Your shareholders, analysts, retail investors, institutional investors, media, and the media can receive company updates through conference calls, webcasts and virtual events. Our team will help you organize a professional event. Teleconferencing allows you to take advantage of the flexibility and customization of operator assisted conference with the ease of automated entry. You'll have a dedicated service manager who will help you with logistics and execution. The platform is built for interactivity as well as security. Your company's investment story can be showcased through interactive experiences. We can help you create memorable experiences for your stakeholders, whether you choose to host a virtual or hybrid event that combines both online and in-person events.

All your Compliance and Investor Relations needs covered by the cloud Our innovative software platform makes it easy to digitize and simplify your Investor Relations and Compliance processes. Digitize compliance workflows and keep all data in one place. Secure and efficient. Innovative IR products that digitize investor relations and improve efficiency in daily IR work. Our innovative products help you to digitize your compliance. Compliance COCKPIT: All compliance solutions in one place Compliance CoCKPIT brings together all the important compliance workflows into one platform. You can use our modules in any combination you choose. Innovative digital tools and solutions for investor relations managers. We digitize investor relations and support your daily IR work.