.png)
Manage multiple clients and keep everything organized.
Perform investor research and get insightful reports.
Demonstrating the ROI of your work with clients.
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.
Find out how Clermont Partners saves 240 hours annually using Irwin to target ESG-focused investors for their clients.