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Best Investor Reporting Software - Page 3

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.

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

    qashqade provides private market organizations an enterprise product suite for streamlining their calculation, allocation, tracking and reporting processes. Waterfall and carried interest calculations

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    Year Founded
    2018
    LinkedIn® Page
    www.linkedin.com
    30 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

qashqade provides private market organizations an enterprise product suite for streamlining their calculation, allocation, tracking and reporting processes. Waterfall and carried interest calculations

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
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Seller Details
Year Founded
2018
LinkedIn® Page
www.linkedin.com
30 employees on LinkedIn®
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  • Product Description
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    This description is provided by the seller.

    Registry Direct is the simplest way to manage your investors. Our solution is designed for private and public unlisted companies to manage their investors, and accountants and advisors who manage thei

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Registry Direct is the simplest way to manage your investors. Our solution is designed for private and public unlisted companies to manage their investors, and accountants and advisors who manage thei

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.
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  • Product Description
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    Relevant EquityWorks, data is organized, accessible, and transparent, bringing unparalleled efficiency to venture capital, private equity, real estate, and private debt firms. It features applications

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Product Description
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This description is provided by the seller.

Relevant EquityWorks, data is organized, accessible, and transparent, bringing unparalleled efficiency to venture capital, private equity, real estate, and private debt firms. It features applications

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.
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Entry Level Price:Free
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  • Product Description
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    Rundit is a portfolio management & LP reporting platform that enhances productivity and efficiency within Venture Capital and Private Equity team. Rundit powers a single source of truth that aggre

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    Seller
    Rundit
    Year Founded
    2017
    HQ Location
    Helsinki, Finland
    Twitter
    @RunditOfficial
    224 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    11 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Rundit is a portfolio management & LP reporting platform that enhances productivity and efficiency within Venture Capital and Private Equity team. Rundit powers a single source of truth that aggre

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
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Seller Details
Seller
Rundit
Year Founded
2017
HQ Location
Helsinki, Finland
Twitter
@RunditOfficial
224 Twitter followers
LinkedIn® Page
www.linkedin.com
11 employees on LinkedIn®
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  • Product Description
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    Sesame has been built to provide a radically different experience when accessing investment data. We manage the high levels of sophistication and complexity by: - Managing or automating sourcing of a

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    • 100% Small-Business
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    Seller
    Landytech
Product Description
How are these determined?Information
This description is provided by the seller.

Sesame has been built to provide a radically different experience when accessing investment data. We manage the high levels of sophistication and complexity by: - Managing or automating sourcing of a

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Seller Details
Seller
Landytech
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  • Product Description
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    SmartRoom is a next-generation virtual data room that was designed to deliver greater efficiency and bank-grade security for file sharing and collaboration.

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    Seller
    SmartRoom
    Year Founded
    1998
    HQ Location
    3732 W. 120th St. Hawthorne, CA 90250
    LinkedIn® Page
    linkedin.com
    35 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

SmartRoom is a next-generation virtual data room that was designed to deliver greater efficiency and bank-grade security for file sharing and collaboration.

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
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Seller Details
Seller
SmartRoom
Year Founded
1998
HQ Location
3732 W. 120th St. Hawthorne, CA 90250
LinkedIn® Page
linkedin.com
35 employees on LinkedIn®
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  • Product Description
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    TNR Solution is an integrated, comprehensive, front-to-back platform for firm-wide private equity operations, data management and investor reporting.

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    Year Founded
    2001
    HQ Location
    Windsor, CT
    Twitter
    @SSCTechnologies
    4,841 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,046 employees on LinkedIn®
    Ownership
    NASDAQ: SSNC
Product Description
How are these determined?Information
This description is provided by the seller.

TNR Solution is an integrated, comprehensive, front-to-back platform for firm-wide private equity operations, data management and 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
Year Founded
2001
HQ Location
Windsor, CT
Twitter
@SSCTechnologies
4,841 Twitter followers
LinkedIn® Page
www.linkedin.com
1,046 employees on LinkedIn®
Ownership
NASDAQ: SSNC
  • Overview
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  • Product Description
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    This description is provided by the seller.

    Vantage Investor provides effortless marketing and servicing for current and prospective investors. It maintains complete investor profile information with comprehensive management calculations

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    Twitter
    @VantageSoftware
    12 Twitter followers
Product Description
How are these determined?Information
This description is provided by the seller.

Vantage Investor provides effortless marketing and servicing for current and prospective investors. It maintains complete investor profile information with comprehensive management calculations

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
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Seller Details
Twitter
@VantageSoftware
12 Twitter followers