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 entered. It saves us a step! Our sales team has used Irwin as a way to identify buyside leads for our mining-focused corporate clients. The investor profile output option is great in that you can choose to include or exclude your team notes and activity logs. We have been continuously seeing new product updates from Irwin based on our feedback.
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