Nurture stronger relationships and build trust with your investors by keeping them up-to-date with the status and performance of your operations. Help them arrive at more informed decisions by incorporating modern solutions for a seamless reporting process to further your investor management strategy with robust investor reporting software. Browse through this article to choose yours.
8+ Investor Reporting Software
2. Backstop Solutions Suite
7. Nasdaq IR Insight
9. Q4 Desktop
What Is Investor Reporting Software?
Investor reporting software is a modern solution that functions to help firms provide investors with needed updates and information, giving them better insights on the current situation and performance of your business. It integrates the tools you need, from financial reporting functionalities to configurable dashboards, in a centralized platform. With this software, you can have overall access and exercise control over your data sharing processes under one roof.
This software gathers data analytics and presents them into visual and structured reports. Also, it provides capabilities that allow users to set up investor portals and has business instant messaging functionalities for smoother interaction and communication with investors.
With this technology, you can consider the manual and repetitive processes involved in investor reporting as a thing of the past. Also, when you use workflow automation capabilities, you can diminish the chances of errors in your reports and lessen the need for human intervention, giving you and your team more time to deal with the other essential aspects of managing investments.
With something as important as investment reporting, you need to ensure to have the right digital tool at hand. Although, that can be easier said than done. The software market provides you with a list of promising digital solutions that you should consider when making your choice. That said, know where to focus your attention and determine what factors to look into when filtering your options. These elements include your reporting needs, the digital devices you are using in your organization, available software packages, and their pricing structure. The following are features you should also look out for:
- Data visualization capabilities
- File sharing tools
- Live chat platform
- Investor portal
- Portfolio monitoring functionalities
- KPI tracking tools
- Intuitive dashboards
- Investor engagement capabilities
Top 10 Investor Reporting Software
1. Nasdaq IR Insight
Nasdaq IR Insight is a digital solution with investor engagement optimization and intelligence gathering tools. They have 4,830 employees and have 5.63 billion dollars in revenue.
With ArcPro, you can access features for simplifying content management and workflow management. Its developer, DFIN, has 3,400 people working for them and has 874.7 million dollars in revenue.
EquityEffect is an investment management solution with functionalities for data importing & exporting and compliance tracking. They have a generated revenue of 182.4 million dollars and have employed 1,258 people.
Compliance management and fund reporting tools are features you can use in this software. They have generated a revenue of 157 million dollars and have employed 750 people.
Navatar is an investment management solution that provides users with financial management tools and investor relations analytics tracking capabilities. They have 89 million dollars in generated revenue and have 75 people on their team.
6. Q4 Desktop
Functionalities for file sharing and performance metrics are accessible in this web conferencing software. They have 538 employees working for them and have 69.9 million dollars in revenue.
7. Backstop Solutions Suite
This financial CRM solution offers users contact management and fund management functionalities. They have a revenue of 52 million dollars and have 250 employees.
With this equity management software, you can use capabilities for portfolio management and features for streamlining financial modeling. They have 16 employees and have a generated revenue of 3.4 million dollars.
This investment management software has tools for tracking performance metrics and a client portal. They have 3.2 million dollars in revenue and have 42 people on their team.
With this business process management solution, you can streamline KPI tracking and investor relations managing. They have five employees in their team and have 1.1 million dollars in revenue.
What should you include in an investor report?
The contents of an investor report can slightly vary from one company to the other depending on some essential business factors. Despite that, there are items that your investor report should have, or else they will be incomplete. Some of them are your KPIs and essential data about your finances. Also, include updates including your business, funding, events, a product roadmap, and your request for the help you need.
What are some tips for a more successful investor reporting strategy?
One of the tips you should always keep in mind is to keep your reports concise and present your data in a way that is easy to digest for the audience. In addition, ensure to follow a regular schedule and send personalized business dashboards to your investors. Another tip is to provide a high-level data quality with honesty and accuracy.
What is investor relationship management software?
Investor relationship management software is a platform customized and designed to aid companies in establishing and nurturing investor relationships. It provides functional communications management functionalities and offers a messaging channel for convenient two-way communication in real time. Also, it has digital tools for tracking investor behavior and engagement in every phase of the sales pipeline.
Increase transparency with your business data to build an emotional connection with existing investors and attract new ones by impressing them with your investor reporting strategy. Secure the results you want while minimizing your expenses and diminishing the stress it entails by making the right choice of software. Equip nothing less than the best investor reporting software today for a consistent and flawless flow of information in your company.
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