Investor Relations Software
DocSend is a secure file and document sharing solution that gives users analytics and control on sent documents to see who opens documents, who they forward them to, and how long they look at each page. Users can turn off access, password protect, or set an expiration at any time.…
Investor Management Services (IMS) headquartered in Charlotte offers the IMS Platform, an investor relations management platform that provides a more transparent reporting and documenting process for investors, with distribution workflow and waterfall calculator as well as waterfall…
SS&C Advent offers the Black Diamond Wealth Platform, a wealth management platform for wealth managers, IBDs, and financial advisors, which provides a streamlined workflow with communication / collaboration tools, personalized investor login interface and other service-oriented features.…
Broadridge offers the Corporate Issuer suite of products for law firms and corporate entities to improve shareholder relations and interactions, including Virtual Shareholder Meeting and Shareholder Meeting Registration, Disclosure Management, and Stock Transfer, Proxy Services, and…
Allvue’s LP Portfolio Management solution is a platform designed to enable Limited Partners/Investors to perform front-middle-, and back-office activities within a single unified environment. It blends functionalities of CRM, Deal Tracking and Analysis, Portfolio Management and Analysis,…
Allvue System’s Investor Portal software solution combines configurable dashboards, the ability to securely share documents (statements, K-1s, notices), and tools to allow LPs to update their information right in the system. Additionally, the investment portal solution suite that…
Ledgy is an equity management solution boasting compliance in all countries with security, privacy, and scalability. Users can show the latest information to all stakeholders, including employees and investors, about their investments, streamline due diligence and handle every vesting…
Notified's IR Websites are a solution designed to drive stakeholder engagement, increase shareholder confidence, and showcase a brand. The solution can be used to present financials, events, and ESG initiatives and provide access to critical information, to improve transparency and…
What Is Investor Relations Software?
Investor relation software allows businesses to manage their relationships with investors by collecting investor-relevant company data. This data often includes metrics like the company’s financial information and performance. It then creates a user-friendly organized database with this information, which allows visibility and easily searchable material for investors. These tools are mainly used by financial service institutions and investor relations teams within public companies to provide a snapshot of their business partners.
Investor relation software contains other functionalities such as newsletter creations, attracting potential investors, and using the data captured to generate reports, legal documents, PPMS, capital calls, manager letters, account statements, and other critical documents. Users are also capable of signing and submitting these documents securely using esignatures. These software tools function as customer relationship management services, with more of an emphasis on communication between the business and its investors and potential investors.
Investor Relations Software Features
Some of the most common features found within investor relations software products include:
Investor Customer Relationship Management (CRM)
Document creation and esignatures
Detailed investor transactions and valuations
Deal and acquisition management
Investor relations software can collect intelligence on public and private companies, data on specific industries, risk assessments and other important information for easy reporting on company data contextualized with relevant industry information for investor and regulator use. This can help optimize office productivity by streamlining data sharing between multiple sources (PR and deal teams, fund managers, and other investors in the company). Most products also store the data so it doesn’t have to be collected every time.
Investor Relations Software Comparison
Some important factors to consider when deciding on an investor relations software include:
Use Case: Consider what aspects of investor relations are the highest priority for your organization. For instance, some vendors, such as S&P Capital IQ, specialize in financial competitor and valuation intelligence. Other vendors may focus more on investor communications management. Be aware of what each vendor is better at through reading reviews from current users.
Ease of Use. How easy is the product for your power users to administer and for your investors to navigate? When utilizing a customer relationships management platform, many users want a simple, straight forward program that’s easy to integrate within a department. Be sure to research the complexity of a system prior to deciding. Reviews will also often surface how easy to use a given product is.
Communication: Consider what avenues for investor communication are available in each solution. How easily can IR stakeholders share documents to investor audiences, or facilitate conversations with individual prospective investors?
Investor relations software are usually customized based on a company’s size and needs. For that reason, most companies do not offer pricing without specific details on the company in question. For the most accurate pricing, users would need to contact the company directly. Some companies have free trials available, but even those require contacting the company directly and setting up a custom interface.