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
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Best Investor Reporting Software At A Glance

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46 Listings in Investor Reporting Available
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. We offer innovative, configurable inve

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 67% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2019
    HQ Location
    Miami, Florida, United States
    Twitter
    @allvuesystems
    185 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    581 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. We offer innovative, configurable inve

Users
No information available
Industries
No information available
Market Segment
  • 67% Small-Business
Seller Details
Year Founded
2019
HQ Location
Miami, Florida, United States
Twitter
@allvuesystems
185 Twitter followers
LinkedIn® Page
www.linkedin.com
581 employees on LinkedIn®
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Atominvest's next-generation software is revolutionizing asset management, allowing fund managers and their service providers to efficiently manage both their investments and investor base via a singl

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
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  • Seller Details
    HQ Location
    Greater London, GB
    LinkedIn® Page
    www.linkedin.com
    33 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Atominvest's next-generation software is revolutionizing asset management, allowing fund managers and their service providers to efficiently manage both their investments and investor base via a singl

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
HQ Location
Greater London, GB
LinkedIn® Page
www.linkedin.com
33 employees on LinkedIn®
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  • Product Description
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    This description is provided by the seller.

    Capcade is a leading collaboration platform for managing complex transactions, investor relations, and reporting. By providing a centralized, secure workspace, Capcade enables seamless collaboratio

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
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  • Seller Details
    Seller
    Capcade
    Year Founded
    2019
    HQ Location
    Dover, US
    Twitter
    @Capcade_
    7 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    51 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Capcade is a leading collaboration platform for managing complex transactions, investor relations, and reporting. By providing a centralized, secure workspace, Capcade enables seamless collaboratio

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Seller
Capcade
Year Founded
2019
HQ Location
Dover, US
Twitter
@Capcade_
7 Twitter followers
LinkedIn® Page
www.linkedin.com
51 employees on LinkedIn®
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Improve internal controls and reduce the risk of errors while managing the growing challenges of producing shareholder reports for clients and fund auditors.

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
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  • Seller Details
    HQ Location
    Chicago, Illinois, United States
    Twitter
    @DFINSolutions
    1,483 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,091 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Improve internal controls and reduce the risk of errors while managing the growing challenges of producing shareholder reports for clients and fund auditors.

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
HQ Location
Chicago, Illinois, United States
Twitter
@DFINSolutions
1,483 Twitter followers
LinkedIn® Page
www.linkedin.com
2,091 employees on LinkedIn®
  • Overview
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  • 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. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
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  • Seller Details
    Seller
    BlackRock
    Year Founded
    1988
    HQ Location
    New York, New York, United States
    Twitter
    @eFrontFinancial
    1,139 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    30,822 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. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Seller
BlackRock
Year Founded
1988
HQ Location
New York, New York, United States
Twitter
@eFrontFinancial
1,139 Twitter followers
LinkedIn® Page
www.linkedin.com
30,822 employees on LinkedIn®
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    EQS Insider Manager: Efficiently fulfil MAR requirements. • Maintain digital insider lists in accordance with the EU Market Abuse Regulation. • Access required data and confirmations conven

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Mid-Market
  • Seller Details
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  • Seller Details
    Seller
    EQS Group
    Year Founded
    2000
    HQ Location
    München, DE
    Twitter
    @eqsgroup
    1,440 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    635 employees on LinkedIn®
    Ownership
    ETR: EQS
Product Description
How are these determined?Information
This description is provided by the seller.

EQS Insider Manager: Efficiently fulfil MAR requirements. • Maintain digital insider lists in accordance with the EU Market Abuse Regulation. • Access required data and confirmations conven

Users
No information available
Industries
No information available
Market Segment
  • 100% Mid-Market
Seller Details
Seller
EQS Group
Year Founded
2000
HQ Location
München, DE
Twitter
@eqsgroup
1,440 Twitter followers
LinkedIn® Page
www.linkedin.com
635 employees on LinkedIn®
Ownership
ETR: EQS
  • Overview
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  • 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. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
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  • Seller Details
    Seller
    Floww
    Year Founded
    2016
    HQ Location
    London, GB
    LinkedIn® Page
    www.linkedin.com
    65 employees on LinkedIn®
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. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Seller
Floww
Year Founded
2016
HQ Location
London, GB
LinkedIn® Page
www.linkedin.com
65 employees on LinkedIn®
  • Overview
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  • 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. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
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  • Seller Details
    Seller
    Fundwave
    Year Founded
    2013
    HQ Location
    Singapore, SG
    Twitter
    @getfundwave
    204 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    21 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. Leave 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, SG
Twitter
@getfundwave
204 Twitter followers
LinkedIn® Page
www.linkedin.com
21 employees on LinkedIn®
  • Overview
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  • Seller Details
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  • Overview
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  • 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. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
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  • Seller Details
    HQ Location
    N/A
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
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. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
HQ Location
N/A
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Investor Portal Pro provides Investor Portal Software, Investment Management Software, Investor Reporting Software, and other Investor Relations solutions. Established in 2016 in Manhattan, New Yor

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
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  • Seller Details
    Year Founded
    2016
    HQ Location
    New York, US
    LinkedIn® Page
    www.linkedin.com
    4 employees on LinkedIn®
    Phone
    2126580862
Product Description
How are these determined?Information
This description is provided by the seller.

Investor Portal Pro provides Investor Portal Software, Investment Management Software, Investor Reporting Software, and other Investor Relations solutions. Established in 2016 in Manhattan, New Yor

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Year Founded
2016
HQ Location
New York, US
LinkedIn® Page
www.linkedin.com
4 employees on LinkedIn®
Phone
2126580862
  • Overview
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  • 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. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
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  • Seller Details
    Year Founded
    2001
    HQ Location
    Encino, US
    Twitter
    @iprsoftware
    1,394 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    17 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. Leave 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
Encino, US
Twitter
@iprsoftware
1,394 Twitter followers
LinkedIn® Page
www.linkedin.com
17 employees on LinkedIn®
  • Overview
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  • 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
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  • Seller Details
    Seller
    KoreConX
    Year Founded
    2016
    HQ Location
    New York, US
    LinkedIn® Page
    www.linkedin.com
    60 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
HQ Location
New York, US
LinkedIn® Page
www.linkedin.com
60 employees on LinkedIn®
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Lantern — Unified Data Platform for Private Markets Lantern is the unified data platform designed for private equity and venture capital firms. We connect, validate, and reconcile fund and portf

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
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  • Seller Details
    Seller
    Lantern
    Year Founded
    2022
    HQ Location
    St Helier, JE
    LinkedIn® Page
    www.linkedin.com
    54 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Lantern — Unified Data Platform for Private Markets Lantern is the unified data platform designed for private equity and venture capital firms. We connect, validate, and reconcile fund and portf

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Seller
Lantern
Year Founded
2022
HQ Location
St Helier, JE
LinkedIn® Page
www.linkedin.com
54 employees on LinkedIn®
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    LemonRocks is an AI-driven data intelligence platform that bridges the gap between Web2 and Web3 ecosystems, offering comprehensive insights and analytics to startups, investors, and the broader commu

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
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  • Seller Details
    Year Founded
    2023
    HQ Location
    San Francisco, US
    LinkedIn® Page
    www.linkedin.com
    3 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

LemonRocks is an AI-driven data intelligence platform that bridges the gap between Web2 and Web3 ecosystems, offering comprehensive insights and analytics to startups, investors, and the broader commu

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Year Founded
2023
HQ Location
San Francisco, US
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®