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Best Investor Relations & Communication Software

September 2024

Investor relations software is designed for companies that want to launch investor relation websites. Primarily, these products are made to integrate all investor-related information under one online umbrella. Also, to help companies meet financial disclosure regulations.

What exactly is investor communication software?

This type of product can be characterized by the level of information clarity it provides to investors. The software acts as a facilitator between the company who usually has a lot to say during a major investment, take-over, quarterly financial report, and shareholders, that want to know what is currently going on and why.

These products let firms accurately report on their current activities, pipelines, and engagement with market players, as well as moves to mitigate competition moves.

What can be called a CRM for investors relations?

Best customer relationship management (CRM) for investors should:

  • provide options for easy branding
  • provide templates for building sites
  • generate automated financial disclosure reports targeting investors
  • have a dedicated space for investors to gather and exchange information and opinions
  • have a module to deliver additional information on demand (through e-mail or other valid messaging vehicles)
  • have a space with information about compliance guidelines, so investors could easily understand what regulators are demanding, in what areas of activities, and why
  • act as a repository for historical information, reports, and charts

Investor relations software should be a tool for creating a platform to connect but also to shorten the distance between the board and management on one side, and shareholders on the other. Nothing throws people off like a lack of information. With properly built and implemented features of investor relations management software, both sides can act for the benefit of the company.

The other important thing is the ability to create a community. Communication function should always come first, but if you could create a vibrant place for your business operations, you could win over people that give you money. And that’s an argument every venture capital company would welcome with open arms.If you want to create a similar product to what you see on the list below, think about software development that starts with understanding your business. Anyone with a skill can build an app. Only those who know the craft can advise on building it.

1

Allvue

250+ Employees
Coral Gables, United States
Est. 2019
Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. We offer innovative, configurable investment software that eliminates the barriers between systems, information, and people, optimizing decision making and streamlining processes to meet investor needs across private debt, private equity, and other alternative asset classes.
Specialities
  • Trade Order Management
  • Portfolio Monitoring
  • Investment Accounting
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2

ArcPro

250+ Employees
Chicago, United States
Est. 1983
Automate the process for creating and updating shareholder documents.Use your own desktop tools and get professional publishing output that’s clean, tagged and ready on time.
Specialities
  • Cybersecurity
  • Data Management
  • Investment Markets
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3

EQS IR Websites

250+ Employees
München, Germany
Est. 2000
EQS IR Websites are quick to build and cost-effective. Updating your website made easy. The simplicity of our template solutions means that your new website could be up and running within a matter of weeks. Choose from 3 template solutions to create a cost-effective standalone IR website or full corporate website.
Specialities
  • Corporate Websites
  • Insider List Management
  • Compliance Software
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4

Notified Investor Relations Websites

250+ Employees
New York, United States
Est. 2021
Tell your investment story with an engaging, dynamically updated IR website. Present your financials, events, and ESG initiatives and provide easy access to critical information, improving transparency and accessibility for investors. With a dedicated website service manager and customer support that’s always available, you’ll have the resources and expertise you need. For more than 20 years, our clients have trusted us to design, develop, and manage their IR websites and today we support more than 3,500 clients, including some of the world’s largest brands and newest IPOs.
Specialities
  • Public Relations
  • Media Monitoring
  • Social Listening
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5

Q4 Desktop

250+ Employees
Toronto, Canada
Est. 2006
Q4 Desktop is a fully integrated investor relations platform that combines your CRM with advanced markets intelligence tools to simplify and streamline the entire investor relations workflow. Q4 Desktop includes activity logging and pipeline solutions, intuitive contact-level targeting, time-saving report building functionality, itinerary building, roadshow planning tools, database of validated financial data, as well as actionable intelligence including trading analytics, relative performance, and activism alarms. With a simplified and streamlined end-to-end solution, only Q4 Desktop aggregates all data generated across websites, events, and CRM, with capital markets intelligence to drive better understanding of shareholder base and stock valuation. With the Q4 Experience, clients gain access to a portfolio of innovative solutions to help them successfully meet their business objectives, including for websites, video conferencing and virtual events, investor relations CRM, investor targeting, corporate access, and capital markets intelligence. By combining market-leading technology with an industry-leading customer experience model, Q4 empowers over 2,100 of the world’s largest brands to build impactful and strategic investor relations and corporate communication programs.
Specialities
  • Capital Markets Intelligence
  • Mobile Applications
  • Predictive Analytics
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6

Backstop Solutions Suite

50-249 Employees
Chicago, United States
Est. 2003
Backstop’s mission is to help the institutional investment industry use time to its fullest potential. We develop technology to simplify and streamline otherwise time- consuming tasks and processes, enabling our clients to quickly and easily access, share, and manage the knowledge that is critical to their day-to-day business success. Backstop provides its industry-leading cloud-based productivity suite to investment consultants, pensions, funds of funds, family offices, endowments, foundations, private equity, hedge funds, and real estate investment firms.
Specialities
  • Investment Management Software
  • Portfolio Management
  • Pension Software
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7

Clienteer

50-249 Employees
New York, United States
Est. 1998
Clienteer is an intuitive and highly configurable relationship management platform designed specifically for hedge funds and institutional asset managers to assist in the areas of investor relations, sales & marketing, operations, compliance, and the various workflows related to these activities. Clienteer provides a comprehensive suite of features within an easy to use and powerful user interface, allowing users to manage communications with their investors and prospects while also keeping track of client accounts and transactions. Unlike some CRM tools, Clienteer supports multiple deployment options that can scale to the needs of any size organization. Whether it is hosted by our clients, a third-party, or in a private or public cloud, Clienteer’s flexible desktop, mobile, and web-based solutions are unrivaled.
Specialities
  • Hedge Funds
  • Client Relationship Management
  • Private Equity
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8

Equisolve IR Websites

50-249 Employees
Palm City, United States
Est. 2006
Equisolve is an award-winning digital agency providing website development and ongoing website management services to public companies.
Specialities
  • Website Solutions
  • IR Website Management
  • Website Development
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9

Investor Relations Hub

50-249 Employees
Encino, United States
Est. 2001
iPR Software Inc., http://www.iprsoftware.com/, provides PR and Marketing Software solutions to the world’s most respected companies and organizations including NVIDIA, Northrop Grumman, Edison International, Dunkin’ Donuts, Xerox, the American Heart Association, UCLA, and many others. With decades of PR, Marketing, Media and Software as a Service (SaaS) experience, iPR’s software publishes, hosts, and distributes millions of news and multimedia pages to corporate websites, social media channels, newswires, search engines, mobile devices, and traditional media outlets.
Specialities
  • Web Content Management
  • Public Relations
  • Social Media Communications
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10

Irwin

50-249 Employees
Toronto, Canada
Est. 2017
Irwin is the most powerful investor relations software, made for modern IR teams. Find, engage, and build relationships with the right investors at the right time so that you can focus on what you do best – building your business. Irwin is a leading technology provider for capital markets professionals. Leveraging our experience in both financial markets and enterprise software allows us to uniquely position our clients for success. We are building our company for the long-term and we are helping our clients do the same. Founded in 2017 in Toronto, Irwin was built on the thesis that the combination of evolving regulatory standards, industry conditions and technological innovation was forcing significant change in the way capital markets operate. Since then, that thesis has proven to be correct, leading to a growing need to do things differently. Since early 2017, we have been helping global public companies and their advisors successfully navigate these changes. Our innovative software and service allows our clients to build better relationships with investors and ultimately lower their cost of capital. By doing this, we are improving the transparency, accountability and productivity of capital markets. Irwin enables you to: Better understand changes in your shareholder base. Irwin has the most accurate and comprehensive shareholder monitoring capabilities by combining unique data sets to give you the full picture. Identify and connect with high quality investors. Irwin makes it easy for users to search for Institutions, Funds & Retail Investment Advisors. With Irwin, you can connect with a global database of qualified investors. Keep track of all your IR activity in one place. Irwin’s intuitive design allows for seamless management of your company’s contacts. Our CRM function is easy-to-use, and designed to help improve your communications with investors and stakeholders. Access Research, Estimates, and Transcripts. Save time and gain a deeper understanding of what is being said about your company and your peers by accessing FactSet’s Research, Estimates and Transcripts directly within Irwin.
Specialities
  • Innovative Software
  • Investor Monitoring
  • Capital Markets
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11

b2i IR Websites

10-49 Employees
Plano, United States
Est. 2000
B2I’s Investor Relations Software tools and automation allow the display of real-time data to website visitors without additional work on your behalf.
Specialities
  • Corporate Website design
  • Investor Website Tools
  • Website Plugins
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12

EquityEffect

10-49 Employees
New York, United States
Est. 1994
TruEquity is a cap table management software designed to track and manage shares, convertible notes, warrants, options and secondary transactions.
Specialities
  • Venture Capital
  • Portfolio Management
  • Cap Table Management
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13

Ledgy

10-49 Employees
Zurich, Switzerland
Est. 2017
edgy is the equity management solution built for fast-growing companies. Scaleable, flexible, and easy to use for end-to-end equity management with best-in-class security and privacy. Trusted by leading companies to manage their equity, Ledgy helps you get your cap table and employee participation plans right from the beginning: ESOPs & PSOPs to empower your employees with ownership. Make your financing rounds a success and engage your investors with always accurate scenario and exit modeling. Ledgy shows the latest information to your chosen stakeholders about their investments, while streamlining due diligence and handling every vesting schedule. Invite investors into their own custom dashboard that reflect accurate funding scenarios in real-time: valuations, dilutions, and exits, with a clear view of shared KPIs and more. On the employee side your company will have the power to attract and retain key talent. Employees get their own dashboard with the ability to self-manage their equity and transparently monitor their shareholdings, vesting schedules, and future in your company’s success. Ledgy is the best equity management platform and is currently used by high-growth scale ups and unicorns to leverage the power of their equity.
Specialities
  • Equity Management
  • Portfolio Management
  • Document Templating
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14

Market Media Connect IR Websites

10-49 Employees
Miami, United States
Est. 2020
Market Media Connect Inc. aims to deliver all-out digital marketing solutions to corporations, niches, and investors. With experts that have decades of experience combined, Market Media Connect Inc. is unique in its nature as the sole agency that works on a deep-rooted and personal level with all its clients. Market Media Connect offers IR websites that are brand focused and SEC compliant. Get your demo now!
Specialities
  • Digital Marketing
  • Marketing Solutions
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15

Visible

10-49 Employees
Chicago, United States
Est. 2016
Visible gives companies the power to track, organize & share key performance data with investors, team members, and partners through beautiful dashboards and robust reports that combine numbers, visuals, and narrative to help tell a more effective story.
Specialities
  • Investor Relations
  • Investor Updates
  • Investor Communication
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