market data + investor relations Crm

Irwin + FactSet

Seamlessly connect your CRM with market-leading financial data. Boost productivity, deepen insights, and focus on what matters most—building relationships that drive shareholder value.

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.

Seamless integration, simplified workflow.

Experience a truly unified platform with Irwin + FactSet, accessible through a single login. Navigate seamlessly between both powerful platforms, eliminating the frustration of juggling multiple systems and allowing you to focus on strategic IR initiatives.

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Illustration of some of Irwin's IR CRM capabilities, including Investor Tear Sheets, Roadshow Itineraries, and Investment Activity since last meeting.

Intelligent IR that anticipates your needs.

Irwin's suite of IR solutions saves you valuable time with proactive insights, integrated data, and built-in automation. Quickly identify potential investors, monitor shareholder activity, and track every interaction with ease through an intuitive and modern interface.

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Data-driven decisions with market-leading intelligence.

Power your investor relations workflows with FactSet's comprehensive industry, peer, and market intelligence. Make informed decisions with robust financial data, peer analysis, and market trends integrated directly with your investor relationship management.

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Reach 200,000+ market participants instantly.

Promote your IR activities through Event Broadcast, allowing investors to express interest in your roadshows, conferences, and non-deal roadshows. Build meaningful connections with targeted investors and maximize visibility through FactSet's network of over 200,000 users.

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Trusted by Innovative IR Teams

“We’re really excited about the FactSet integration, the data is a lot more helpful than the data we had with our previous solution.”

Sarah Walas
Vice President of Investor Relations
Bandwidth

"The integration of the Irwin and FactSet platforms has enabled our team to more effectively manage both our analytical and engagement efforts. The joint solutions provide a comprehensive and intuitive IR toolkit that enables us to handle key workstreams with ease and efficiency. We are thankful to the Irwin and FactSet teams for collaborating to deliver this valuable combination."

Joseph Suarez
SVP, Investor Relations
Constellation Brands, Inc

“I use FactSet every day for market news and stock price information, and we consistently use the Excel plugin to pull pricing data in. FactSet totally fulfills the need we have from a market data perspective.”

Thomas McCrohan
EVP, Strategy & Investor Relations
Shift4 Payments Inc
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