Irwin + FactSet
Your IR CRM, powered by the financial data your investors already rely on. Manage relationships, monitor shareholders, target the right investors, and analyze your market position – all without switching platforms.
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The only unified solution for IR professionals.
Irwin + FactSet delivers an end-to-end investor relations platform that integrates a comprehensive CRM with market-leading financial data, analysis, and research. Access the most complete capital markets insights and data through a single, seamless experience designed exclusively for IR teams.
Earnings Prep
Pull peer transcripts and analyst estimates from FactSet. Cross-reference your shareholder list in Irwin. Flag investors you haven't spoken to since last quarter. One platform, fully prepared.
Investor Meetings
Surface your full relationship history alongside current holdings data and fund positioning. Your investor tear sheet -- relationship context and market intelligence together, before every meeting.
IR Event Marketing
Broadcast roadshows and conferences directly to 200,000+ buy-side investors and analysts through FactSet's network. Investors express interest directly, no cold outreach required.
IR software built for the work
Target investors, monitor shareholders, track every interaction, and report to your board -- all from a platform designed specifically for IR teams.
The market intelligence your investors are already using
Peer analysis, analyst estimates, earnings transcripts, ownership trends, real-time market news -- accessible through a single login alongside your Irwin CRM. When your program runs on the same data source as the buy side, you walk into every meeting speaking the same language.
FAQs
Investors can choose to:
- Express general interest
- Ask a question
- Connect with IR
- Connect with management
- Provide feedback (rating scale + free text)
When an investor selects any of these options, you’ll get an email letting you know about that investor’s interests/intentions, a link to their profile in Irwin, and an option to respond to their email.
Yes, FactSet integrates directly with Irwin's IR suite, giving you specialized tools for CRM logging, contextualizing capital markets data without leaving your existing workflow, and additional services for investor surveillance.
No prior FactSet subscription is required. Irwin clients can purchase a package that meets their needs directly through Irwin.
Irwin is available as a dedicated tab directly within the FactSet workstation, meaning you can access Irwin's full suite of IR tools — including the CRM, investor targeting, shareholder monitoring, and broader IR workflows — without ever leaving the FactSet environment. The integration is available on both the web and desktop versions of FactSet, so your team can work from whichever they prefer.
For teams already using FactSet, adding Irwin is straightforward: it is structured as an amendment to your existing FactSet agreement rather than a separate contract, which keeps the procurement process simple.
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