How to Streamline Client Management and Enhance Investor Engagement
Expert IR consultants review their best practices for streamlining client management and earning investor engagement in their IR practices.
01/01/2024
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Irwin for Investor Relations Advisors & Consultants
Irwin allows IR Advisors and Consultants to save time, stay organized, and provide clients with critical insights.
Spend more time with your clients
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Multi-security management
Manage multiple clients and keep everything organized in a single tool.
Perform in-depth research
Perform investor research and get insightful reports.
Designed to save you time
The Irwin platform considers time-savings for IR consultants and advisors at every step.
Expand your network of investors
Use Irwin to find, build, and manage relationships with global investors.
Demonstrate ROI
Show your clients the impact of your IR activity with insightful reports and activity tracking.
Supported by a team of experts
Award-winning support from capital markets experts to extend the bandwidth of your IR consultancy.
Manage All Of Your Client & Relationship Data In A Single, Secure Platform.
Our intuitive Investor Relationship Management (IRM) functionality includes global data on institutions, funds, and retail advisors, and the ability to manage email interactions, roadshow and conference schedules, meeting history, and tear-sheets so your clients are always prepared.
Save Time On Research And Report Generation
Irwin’s global database and powerful search capabilities enable you to find the right investor information in less time. Build meeting itineraries and manage roadshows for clients in an easy to use CRM platform.
Expand Your Network Of Global Investors
Irwin makes it easy for advisors to search for Institutions, Funds & Retail Investment Advisors for each of their clients. With Irwin, you can connect with a global database of qualified investors and keep your client’s databases separate.
Easy To Use Reporting Saves You Time
Irwin's out of the box reports and user friendly interface allow you to easily build reports and share progress for your clients. Quickly showcase your impacts on IR and positive business outcomes from roadshows and shareholder base changes.
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Streamline Your Workflow With Multi-Security Management
Seamlessly manage and quickly navigate between any security with Irwin's multi-security management. The security you select will power your Irwin experience, and all ownership, stock and holdings data will be specific to that chosen ticker.
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