The Irwin platform is set up as a one-stop-shop between building schedules, looking up investor profiles and sending/tracking client communication. Love that the itinerary schedule builder can automatically output investor profiles based on the meetings...
Lack of exportability for certain items (broker volume), lack of OTC data available
It’s a good internet software for investors.
I have had instances where the wait time for customer service is long. But almost always the solution is correct.
The Irwin platform is set up as a one-stop-shop between building schedules, looking up investor profiles and sending/tracking client communication. Love that the itinerary schedule builder can automatically output investor profiles based on the meetings...
It’s a good internet software for investors.
Lack of exportability for certain items (broker volume), lack of OTC data available
I have had instances where the wait time for customer service is long. But almost always the solution is correct.