Investor Relations Software

Investor Relations Software Overview

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.

Top Rated Investor Relations Products

TrustRadius Top Rated for 2022

These products won a Top Rated award for having excellent customer satisfaction ratings. The list is based purely on reviews; there is no paid placement, and analyst opinions do not influence the rankings. Read more about the Top Rated criteria.

Investor Relations Products

(1-25 of 37) Sorted by Most Reviews

The list of products below is based purely on reviews (sorted from most to least). There is no paid placement and analyst opinions do not influence their rankings. Here is our Promise to Buyers to ensure information on our site is reliable, useful, and worthy of your trust.

DocSend, from Dropbox

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.…

S&P Capital IQ

Capital IQ is a market intelligence software solution offered by S&P Global Market Intelligence, which is the result of McGraw Hill Financial's acquisition of SNL Financial.

PitchBook

PitchBook is a business intelligence software offering from PitchBook.

Backstop

Backstop Solutions Group in Chicago provides cloud-based technology supporting hedge funds. These applications include tools for investment research and analytics, accounting, a financial services specific CRM, and investor relations and document sharing tools, as well as investment…

CB Insights

CB Insights is a tech market intelligence platform that analyzes data on venture capital, startups, patents, and other data to predict market trends.

Irwin

Irwin is a software provider enabling capital markets professionals to build stronger relationships with the investment community. Irwin creates solutions for global public companies and their advisors to uncover new potential investors and shareholders, with the end goal of delivering…

ReportWa

ReportWa is a real-time report creation and distribution solution that empowers financial advisors with self-service capabilities. ReportWa is a single tool for your reporting and compliance needs that lets you design pixel-perfect reports with data visualization, allowing users…

WealthBlock

WealthBlock is a fintech firm that offers a white label private capital raising platform. By integrating key funding tools (CRM, data room, investor verification, sub-doc e-signature, fund admin etc.), the solution aims to streamline processes and increases productivity. The vendor…

Dynamo

Dynamo Software in Watertown offers their flagship investor relations platform Dynamo, which features, beyond basic contact management, fundraising tools, event management, and communication features specific to investment portfolio and investor management.

Nasdaq IR Insight

Nasdaq IR Insight is an investor relations platform that allows users to monitor their markets and stock, connect with the right investment firms and send mass communications to investor contacts, and measure investor meetings against investment results.

IMS Platform

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…

Black Diamond Wealth Platform

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 Corporate Issuer

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…

Vertalo

Vertalo is a suite of blockchain based investor relations technologies from the company of the same name in Austin, featuring their Digital Assets platform, Cap Table Management solution, Digital Security Issuance, and the Vertalo Distribution Network.

Allvue Growth Equity

Allvue's Growth Equity Software is designed to help early-stage VC and PE firms grow, offering accounting, reporting, and investor communication tools designed to help venture capital and private equity firms supercharge their growth.

Allvue LP Portfolio Management

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 Investor Portal

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

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 Earnings Calls & Investor Days

Notified's Earnings Calls & Investor Days solution enables the customer to deliver earnings, investor days, and webcasts as interactive experiences for attendees.

Notified IR Websites

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…

Notified Unison IR Platform

The Notified Unison IR Platform is a software solution for managing earnings calls, investor days, press releases and filings, and also an IR website within an integrated platform.

ingage IR

IR has evolved dramatically in recent years to become a strategic function for listed companies. Sitting at the intersection of Management, the Board and the Capital Markets, IR has a critical role to play as the eyes, ears and voice of the company with key stakeholders. Building…

IR:InTouch

As a global Investor Relations provider, IR offers a wide range of IR-related analysis, research and advisory services. IR:InTouch is an investor relations portal and CRM software solution.

Euronext IR.MANAGER

IR.MANAGER, from Euronext Corporate Services, is a software solution designed to help enhance the user's investor engagement with the most comprehensive and intuitive investor relations CRM and targeting platform. It helps to optimise IR team workflows and manage all of the user'…

Learn More About Investor Relations Software

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:


  • Data centralization

  • Investor Customer Relationship Management (CRM)

  • Automated reports

  • Document creation and esignatures

  • Detailed investor transactions and valuations

  • Deal and acquisition management

  • Customized emails

Data Centralization

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?


Start a investor relations software comparison here

Pricing Information

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.

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Frequently Asked Questions

What does investor relations software do?

Investor relations software collects financial information from numerous sources relevant to the customer company, then organizes it into an easily searchable database for investors. Certain vendors enable users to leverage that information to generate important reports and legal documents.

What are the benefits of using investor relations software?

Because of the ability to collect information and display it on a single user-friendly platform, businesses are able to make better investing decisions. These tools also save time and effort for all parties involved by allowing them to send documents directly, the ability to use eSignatures, and overall easier and quicker communication.

How much does investor relations software cost?

Investor relations software is 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.