Best Investor Relationship Management Software - Page 4

Researched and written by Neya Kumaresan

Investor relationship management software manages the relationships that businesses, typically financial services institutions, have with their investors. These solutions encompass a wide range of functionality, including everything from organizing investor newsletter creation to targeting potential new investors and more.

Investor relationship management software functions much like a regular CRM, but is built to be vertical-specific. The goal of these solutions is to facilitate communications between investors, potential investors, and the company. Some investor relationship management software contains targeting and surveillance tools, which leverage market data to churn out potential investors to target.

Investor relationship management software might also include investor reporting and analytics functionality, and falls under the umbrella of larger investor relations software category.

To qualify for inclusion in the Investor Relationship Management category, a product must:

Be designed for investor relations professionals

Track prospects and contacts throughout the sales pipeline

Function as a repository for prospect interactions

Best Investor Relationship Management Software At A Glance

Highest User Satisfaction:

Backstop Solutions Suite

Best Free Software:

Irwin

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