Introducing G2.ai, the future of software buying.Try now
This product hasn't been reviewed yet! Be the first to share your experience.
Leave a Review

Q4 Desktop Reviews & Product Details

Profile Status

This profile is currently managed by Q4 Desktop but has limited features.

Are you part of the Q4 Desktop team? Upgrade your plan to enhance your branding and engage with visitors to your profile!

Pricing

Pricing provided by Q4 Desktop.

Q4 Desktop

Contact Us

Q4 Desktop Media

Q4 Desktop Demo - Manage investor interaction with only a few clicks.
Q4 CRM simplifies and streamlines how you manage investor interaction data. Eliminate disorganized and fragmented meeting notes in notebooks or excel, individual investor interaction histories, or contact information. With Q4 CRM, IR teams immediately gain access to an organized, searchable and a...
Q4 Desktop Demo - Bring insight to shareholder activity.
Target and onboard the right investors through an in depth understanding of your shareholder composition, institutional profiles, buying and selling trends and by knowing which investors are paying most attention to your investment proposition.
Q4 Desktop Demo - Deliver personalized investor communication at scale.
Forge higher impact capital market relationships through a personal touch. Communicate directly with potential investors, shareholders, and analysts from inside the Q4 IR CRM, eliminating duplicative efforts and the need for multiple email tools.
Q4 Desktop Demo - Report on impact to leadership.
With 62% of board meetings requiring insights into investor behavior, reporting is critical to showing the ROI of IR. Q4’s IR CRM aggregates the data generated by your IR program activities, stock performance, shareholder composition, and investor engagements to simplify IR reporting back to your...
Q4 Desktop Demo - Put your IR program in the palm of your hand.
Q4 is enabling modern IR teams to access the entirety of their IR program from the palm of their hand with the mobile app, Q4 Go. Starting with a tailored CRM mobile experience, always be ready for your next investor meeting and never be at loss for where to log meeting notes on the road.
Product Avatar Image

Have you used Q4 Desktop before?

Answer a few questions to help the Q4 Desktop community

Q4 Desktop Reviews (3)

Reviews

Q4 Desktop Reviews (3)

3.7
3 reviews
Search reviews
Filter Reviews
Clear Results
G2 reviews are authentic and verified.
Verified User in Investment Management
AI
Small-Business (50 or fewer emp.)
"Great product highly recommended"
What do you like best about Q4 Desktop?

I really enjoy the fully­ integrated investor relations platform, which brought together communications tools, surveillance and analytics. All into 1 and fully featured IR workflow and CRM application. Review collected by and hosted on G2.com.

What do you dislike about Q4 Desktop?

The learning curve is step and takes time to get fully up and running. Review collected by and hosted on G2.com.

Verified User in Consulting
UC
Small-Business (50 or fewer emp.)
"Easy to learn, intuitive layout"
What do you like best about Q4 Desktop?

The report format is so clean we do very little modifications before we hand it over to a client or integrate them into a deck. Review collected by and hosted on G2.com.

What do you dislike about Q4 Desktop?

I have had instances where the wait time for customer service is long. But almost always the solution is correct. Review collected by and hosted on G2.com.

Verified User in Insurance
AI
Small-Business (50 or fewer emp.)
"Good App for investors"
What do you like best about Q4 Desktop?

It’s a good internet software for investors. Review collected by and hosted on G2.com.

What do you dislike about Q4 Desktop?

Not used a lot to track dislikes.

It has inbuilt webcasting and conferencing which has a lag. Review collected by and hosted on G2.com.

There are not enough reviews of Q4 Desktop for G2 to provide buying insight. Below are some alternatives with more reviews:

1
Maximizer Logo
Maximizer
4.0
(660)
The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together.
2
Morningstar Direct Logo
Morningstar Direct
4.0
(406)
Portfolio Management: Morningstar Direct Lens lets you create, edit, and analyze portfolios quickly and efficiently using a clear, intuitive interface. Portfolio Marketing: Tell your stories using Morningstar data and analytics to distill complex investment information into clear, custom-branded reports, product-comparisons, and presentations. Due Diligence: See how you’re doing, how others match up, and which investments are best in class with the Performance Reporting module. It offers streamlined, automated due diligence and easy-to-read reports, so you never lose track of your place in the world.  Data and Research: See the markets through thousands of different lenses, including exclusive Morningstar datapoints such as Analyst ratings, fund flow data, and firm diversity data to find investments that fuel your strategies.   And More: From asset allocation and investment selection, to advanced analytics and pre-built data sets, Direct is the industry standard.
3
Crunchbase Logo
Crunchbase
4.5
(393)
Crunchbase is a predictive solution that provides intelligence on private companies, powered by the unique combination of live private company data, AI, and market activity from over 80 million users. We predict private market movements that matter to help investors, dealmakers, and analysts make the right decisions.
4
AlphaSense Logo
AlphaSense
4.6
(307)
AlphaSense is a search engine for investment and corporate professionals designed to help users cut through the noise and uncover critical data points that others miss.
5
Irwin Logo
Irwin
4.5
(57)
Irwin's full-service suite of IR tools allows you to make more informed data-led decisions, have more high-quality investor meetings, diversify your shareholder base, and lower your cost of capital. With Irwin, you can better manage your IR initiatives and empower your IR team. Our versatile product includes powerful investor targeting, the most comprehensive shareholder monitoring, an intuitive CRM (with built-in email and engagement tools), and timely research, estimates and transcripts.
6
Acquire.com Logo
Acquire.com
4.9
(281)
MicroAcquire helps startups find buyers. Simple as that. We’ll help you start conversations that lead to an acquisition. Free. Private. No middlemen.
7
Morningstar Direct Advisory Suite (formerly Advisor Workstation) Logo
Morningstar Direct Advisory Suite (formerly Advisor Workstation)
4.1
(275)
Built for productivity, Direct Advisory Suite (formerly Advisor Workstation) supports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business.
8
PitchBook Logo
PitchBook
4.5
(222)
Global Private Equity & Venture Capital Data
9
Perplexity Logo
Perplexity
4.5
(223)
Perplexity is an AI-powered search engine designed to transform how users discover and interact with information. By processing user queries through advanced language models, it delivers concise, conversational answers backed by verifiable sources. Each response includes citations and links to original content, enabling users to verify information and delve deeper into topics. This approach streamlines the search experience, moving beyond traditional search engines that present numerous links for users to sift through. Key Features and Functionality: - Conversational Search Interface: Users can ask questions in natural language and receive direct, concise answers. - Real-Time Web Integration: The platform searches the web in real-time to provide up-to-date information. - Source Citations: Each response includes citations and links to original sources, ensuring transparency and credibility. - Multiple AI Model Integration: Perplexity integrates cutting-edge AI models, including OpenAI's GPT models and Anthropic's Claude, allowing users to choose the model that best fits their specific needs. - Freemium Model: Offers a free version with access to a proprietary large language model, while the paid Perplexity Pro subscription provides access to advanced models like GPT-4, Claude 3, Mistral Large, Llama 3, and an experimental Perplexity model. Primary Value and User Solutions: Perplexity addresses the inefficiencies of traditional search engines by providing direct, concise answers to user queries, eliminating the need to sift through numerous links. Its integration of multiple AI models and real-time web search capabilities ensures that users receive accurate and current information. The inclusion of source citations enhances transparency and trustworthiness, making it a valuable tool for researchers, professionals, and the general public seeking reliable information efficiently.
10
Salesforce Financial Services Cloud Logo
Salesforce Financial Services Cloud
4.3
(221)
Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.
Show More

No Discussions for This Product Yet

Be the first to ask a question and get answers from real users and experts.

Start a discussion

Pricing Options

Pricing provided by Q4 Desktop.

Q4 Desktop

Contact Us
Q4 Desktop Comparisons
Product Avatar Image
Irwin
Compare Now
Product Avatar Image
Product Avatar Image
Q4 Desktop