Managing multiple clients and trying to keep everything organized?
Spending too much time doing investor research and pulling reports?
Having trouble measuring and demonstrating the ROI of your work with clients?
Looking to expand your network of investors?
Our intuitive Investor Relationship Management (IRM) functionality includes global data on institutions, funds, and retail advisors, and the ability to manage email interactions, roadshow and conference schedules, meeting history, and tear-sheets so your clients are always prepared.