5+ Investor Relationship Management Software

1. Irwin

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Rating: 5/5

Price: Custom

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2. Backstop Solutions Suite

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Rating: 4.8/5

Price: Custom

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3. Clienteer

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Rating: 4.3/5

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4. Visible

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Rating: 4.5/5

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5. Allvue

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Rating: 5/5

Price: Custom

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6. B2i IR Websites

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Rating: 4.6/5

Price: Custom

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What Is Investor Relationship Management Software?

Investor relationship management software is an investment software where investors establish connections with their fellow investors through businesses and financial investment institutions. The CRM investor relations software provides various capabilities that allow investors to connect with their colleagues in investment from communicating investor-related news through newsletters to finding new investors.

Benefits

The investor relationship management software allows investors to connect with other investors that can help boost their reputation and expand their investor networks. Through the investor relationship management software, it can create a communication hub for investors to communicate with each other in which they can discuss their investments as well as various topics about finance that might be relevant to investors. The software can also help new investors find investors they can connect with easily which networking plays a huge role in the world of investing. The software also contains monitoring tools for market data purposes that could help guide investors on the current trends in the market that investors might be interested in investing in. The software also has data analytics software capabilities that allow them to analyze their investor data to help better guide investors on their future investment decisions.

Features

The investor relationship management software should provide networking tools for investors to create connections with other investors. The investor relations CRM software should also help investors track prospects that could help them take advantage of investments that might lead to huge returns. The software should also provide contact management software capabilities that help investors keep in contact with their fellow investors. The software should also provide a database where prospective interactions are documented and archived. The software should also provide data analytics software capabilities that generate current trends and past activity of investors that can guide investors’ future decisions on investment.’

  • Network with other investors
  • Track prospects that could lead to huge returns in investment
  • Contact management tools
  • Document prospect interactions in a database
  • Data analytic capabilities

Top 6 Investor Relationship Management Software

1. Clienteer

Clienteer’s investor relations software helps investors to streamline their marketing funds and expand their investor networks. Clienteer is owned and developed by Imagineer Technology Group has 22 employees and earns annual revenue of $2.9 million.

2. Allvue

Allvue’s investment software allows investors to expand their network and endure any obstacles that come along the way in their investment strategy. Allvue has 614 employees and earns annual revenue of $89 million.

3. Backstop Solutions Suite

Backstop Solutions Suite helps investors to maximize their efficacy and profits with their helpful investor relationship management software. Backstop Solutions has 200 employees and earns annual revenue of $26 million.

4. Irwin

Irwin’s investor relations software is data-driven as it’s designed for modern investors in the new age that can help them expand their investor network. Irwin has 52 employees and earns annual revenue of $10.9 million.

5. Visible

Visible enables investors to join their network to communicate with other investors. Visible has 147 employees and earns a revenue of around $5 million.

6. B2i IR Websites

B2i IR Websites’s website solution software helps investors to create their investment portfolio with customizable tools available that help showcases their best investments. B21 has around 25 employees and earns a revenue of around $5 million.

FAQs

Is investor relationship management software similar to customer relationship management software?

While both software is similar in terms of features and capabilities, the investors’ relationship management software is built to address vertically with fellow investors while CRM software is more addressing to customers.

What other software integrates well with investor relationship management software?

Investor relationship management software integrates well with investor reporting software and data analytics software. Some of this software may be designed specifically to maintain investor relationships.

How much does investor relationship management software cost?

Pricing for investor relationship management software is usually customized, with each software offering different subscription tiers that offer more features as the prices increase. Pricing for investor relationship management software varies depending on the features available and the intended target users. Low-profile investors may benefit from low-cost investor relationship management software while big-profile investors may benefit from high-cost software.


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