Investor Relations Software Overview
What is Investor Relations Software?
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 can even use that information to generate important reports and legal documents. Investor relations software is used by investor relations teams, which are generally subsets of PR/Marketing departments within public companies, as well as a variety of financial institutions.
Investor Relations Software Features & Capabilities
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.
CRM (Customer Resource Management)
Investor relations software can also offer CRM tools for a more centralized method of recording and tracking communication with customers. Some even integrate seamlessly with Microsoft Office Suite, allowing users to link emails, data and documents into certain reports.
Aside from reports, an investment firm can also generate PPMs, capital calls, manager letters, account statements and other critical documents with a CRM platform. Customers can then sign and submit those documents securely using esignatures.
Investor relations software can be 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.