Best Software for 2025 is now live!
|| products.size

Best Investor Reporting Software - Page 2

Neya Kumaresan
NK
Researched and written by Neya Kumaresan

Investor reporting software manages the release of financial reports, press releases, events, and more to investors. These solutions are driven by the fiduciary responsibility that companies have to their investors to update them on performance.

The goal of investor reporting software is to meet financial disclosure requirements set out by regulatory bodies and to facilitate communications between investors and the company. Increasingly, these tools offer automated reporting and self-service portals so investors can access relevant information at any time and from any location. Investor reporting solutions provide companies with an easy way to be transparent with investors and share key financial information with them, often in a self-service format.

Investor reporting software includes report builders and other data visualization tools to help investors understand performance. These solutions are sometimes bundled into a larger investor relations software suite.

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

Produce automated financial disclosure reports geared toward investors
Contain an investor portal
Release other financial information and charts to investors via email or an investor portal

Best Investor Reporting Software At A Glance

Highest User Satisfaction:
Best Free Software:

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

No filters applied
38 Listings in Investor Reporting Available
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Dasseti COLLECT allows institutional investors - pension funds, investment banks, investment consultants, endowments, sovereign wealth funds, wealth managers - to streamline due diligence and ongoing

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Dasseti
    Year Founded
    2018
    HQ Location
    New York, NY
    Twitter
    @Dasseti
    82 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    8 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Dasseti COLLECT allows institutional investors - pension funds, investment banks, investment consultants, endowments, sovereign wealth funds, wealth managers - to streamline due diligence and ongoing

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Seller
Dasseti
Year Founded
2018
HQ Location
New York, NY
Twitter
@Dasseti
82 Twitter followers
LinkedIn® Page
www.linkedin.com
8 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The Dynamo‚Ñ¢ Investor Portal is a configurable, online hub that provides your investors secure access to their individual investment data and fund performance.

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1998
    HQ Location
    Watertown, MA
    Twitter
    @dynamosoft
    340 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    437 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

The Dynamo‚Ñ¢ Investor Portal is a configurable, online hub that provides your investors secure access to their individual investment data and fund performance.

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Year Founded
1998
HQ Location
Watertown, MA
Twitter
@dynamosoft
340 Twitter followers
LinkedIn® Page
www.linkedin.com
437 employees on LinkedIn®

This is how G2 Deals can help you:

  • Easily shop for curated – and trusted – software
  • Own your own software buying journey
  • Discover exclusive deals on software
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    With eFront Insight, general partners can access an intuitive platform centered on digitizing private market data exchanges, empowering them to streamline investor communications and data exchanges wh

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1988
    HQ Location
    Paris, France
    Twitter
    @eFrontFinancial
    1,070 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    26,434 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

With eFront Insight, general partners can access an intuitive platform centered on digitizing private market data exchanges, empowering them to streamline investor communications and data exchanges wh

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Year Founded
1988
HQ Location
Paris, France
Twitter
@eFrontFinancial
1,070 Twitter followers
LinkedIn® Page
www.linkedin.com
26,434 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The new EQS IR COCKPIT – for Effective and Efficient IR Management. EQS IR COCKPIT is the world’s first platform which brings together and coordinates investor data, contact management, disclosure ob

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    EQS Group
    Year Founded
    2000
    HQ Location
    München, DE
    Twitter
    @eqsgroup
    1,483 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    569 employees on LinkedIn®
    Ownership
    ETR: EQS
Product Description
How are these determined?Information
This description is provided by the seller.

The new EQS IR COCKPIT – for Effective and Efficient IR Management. EQS IR COCKPIT is the world’s first platform which brings together and coordinates investor data, contact management, disclosure ob

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Seller
EQS Group
Year Founded
2000
HQ Location
München, DE
Twitter
@eqsgroup
1,483 Twitter followers
LinkedIn® Page
www.linkedin.com
569 employees on LinkedIn®
Ownership
ETR: EQS
0 ratings
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Floww is a software platform built out of the Venture Capital world, with a strong focus on quality data and simplified ingestion. We’ve built a highly visual application covering all aspects of the

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Floww
Product Description
How are these determined?Information
This description is provided by the seller.

Floww is a software platform built out of the Venture Capital world, with a strong focus on quality data and simplified ingestion. We’ve built a highly visual application covering all aspects of the

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Seller
Floww
0 ratings
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Fundwave unites your deal, investment and investor relations teams into one single platform. Fundwave offers solutions for: 1. Venture capital 2. Private equity 3. SPVs 4. Fund of funds 5. Impact f

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Fundwave
    Year Founded
    2013
    HQ Location
    Singapore, Malaysia
    Twitter
    @getfundwave
    210 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Fundwave unites your deal, investment and investor relations teams into one single platform. Fundwave offers solutions for: 1. Venture capital 2. Private equity 3. SPVs 4. Fund of funds 5. Impact f

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Seller
Fundwave
Year Founded
2013
HQ Location
Singapore, Malaysia
Twitter
@getfundwave
210 Twitter followers
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    A simple way to research, reach and manage investors across the entire fundraising process.

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
Product Description
How are these determined?Information
This description is provided by the seller.

A simple way to research, reach and manage investors across the entire fundraising process.

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    InvestorPortaLPro (IPP) was established in 2016 in Manhattan, New York, USA, in response to the absence of reasonably priced fintech solutions for the alternative market that boasted modern, clean, an

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    HQ Location
    New York, NY
Product Description
How are these determined?Information
This description is provided by the seller.

InvestorPortaLPro (IPP) was established in 2016 in Manhattan, New York, USA, in response to the absence of reasonably priced fintech solutions for the alternative market that boasted modern, clean, an

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
HQ Location
New York, NY
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    iPR Software Inc., http://www.iprsoftware.com/, provides PR and Marketing Software solutions to the world’s most respected companies and organizations including NVIDIA, Northrop Grumman, Edison Inte

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2001
    HQ Location
    Los Angeles, CA
    Twitter
    @iprsoftware
    1,432 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    16 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

iPR Software Inc., http://www.iprsoftware.com/, provides PR and Marketing Software solutions to the world’s most respected companies and organizations including NVIDIA, Northrop Grumman, Edison Inte

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Year Founded
2001
HQ Location
Los Angeles, CA
Twitter
@iprsoftware
1,432 Twitter followers
LinkedIn® Page
www.linkedin.com
16 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    KoreConX is an all-in-one platform for companies looking to raise capital. The platform supports a wide variety of activities, from issuing securities to managing shareholder relations and cap table.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Mid-Market
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    KoreConX
    Year Founded
    2016
    LinkedIn® Page
    www.linkedin.com
    35 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

KoreConX is an all-in-one platform for companies looking to raise capital. The platform supports a wide variety of activities, from issuing securities to managing shareholder relations and cap table.

Users
No information available
Industries
No information available
Market Segment
  • 100% Mid-Market
Seller Details
Seller
KoreConX
Year Founded
2016
LinkedIn® Page
www.linkedin.com
35 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Nasdaq
    Year Founded
    1971
    HQ Location
    New York
    Twitter
    @Nasdaq
    138,129 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    7,381 employees on LinkedIn®
    Ownership
    NASDAQ: NDAQ
We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Seller
Nasdaq
Year Founded
1971
HQ Location
New York
Twitter
@Nasdaq
138,129 Twitter followers
LinkedIn® Page
www.linkedin.com
7,381 employees on LinkedIn®
Ownership
NASDAQ: NDAQ
  • Overview
    Expand/Collapse Overview
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Seller Details
    Expand/Collapse Seller Details
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The Northstar platform helps hedge funds manage risk, evaluate performance, and effectively communicate with investors. Northstar is not just, it is a service. At Northstar, our experts will fully int

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2013
    HQ Location
    New York, NY
    LinkedIn® Page
    www.linkedin.com
    6 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

The Northstar platform helps hedge funds manage risk, evaluate performance, and effectively communicate with investors. Northstar is not just, it is a service. At Northstar, our experts will fully int

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Year Founded
2013
HQ Location
New York, NY
LinkedIn® Page
www.linkedin.com
6 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Obsidian Investor Portals utilize interactive dashboards with automatic data feeds to better develop your client relationships.

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Alpha
    HQ Location
    London, UK
Product Description
How are these determined?Information
This description is provided by the seller.

Obsidian Investor Portals utilize interactive dashboards with automatic data feeds to better develop your client relationships.

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Seller
Alpha
HQ Location
London, UK
0 ratings
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Investor Reporting

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Proxymity
    Year Founded
    2017
    LinkedIn® Page
    www.linkedin.com
    173 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Investor Reporting

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Seller
Proxymity
Year Founded
2017
LinkedIn® Page
www.linkedin.com
173 employees on LinkedIn®