Covercy vs. Nasdaq IR Insight

I believe that any small to medium size real investment firm could benefit from using Covercy as it reduces headcount and helps to streamline lots of back-office tasks. Probably for big firms those functions are fully staffed so they can do that in-house.

Incentivized

IR Insight is well suited for tracking investor interactions and basic analytic/reporting needs.

Incentivized

• Distributions to clients are easy and straightforward
• Customer service is quick to respond
• Updating and adding new assets is very easy

Incentivized

• User experience (device agnostic)
• Innovation/frequent product updates
• Responsive customer support

Incentivized

• Covercy could benefit from enhanced report and dashboard customization options to better cater to the specific analytical needs of different organizations.

Incentivized

• Data accuracy
• Limited insight into trading activity
• Limited email functionality/integration

Incentivized

I rarely have any downtime with Covercy. When there are any issues, I can email support and they usually get back to me within a day.

Incentivized

I believe that Covercy is the only solution that is currently allowing Real Estate firms to distribute funds to their investors directly through the platform. Also, both other solutions are pretty expensive compared to the reasonable pricing that Covercy has in place (function of a number of properties rather than AuM or other methods).

Incentivized

IR Insight is the most robust mobile friendly cloud-based solution we've seen. The competition is catching up but we've been pleased with the pace of innovation in the product.

Incentivized

• The ROI I can provide is for time management. It saves us at least 2 days' worth of work each quarter on capital distributions alone, and at least 30 minutes on each report distribution. Not to mention the amount of time it saves us on fielding client questions regarding their capital because they can just log in and see everything on their portal.

Incentivized

• Saves us countless hours of events management. Over the last three years we've gone from 2 sell-side analysts to 12 and more than doubled our IR related travel. IR Insight is critical in our day to day operations.
• The integration with FactSet was a great addition...saved us $10K that would have been spent on a FactSet subscription.

Incentivized