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Equity research, sales, and trading professionals can access powerful insights about existing clients, uncover new business opportunities, and prioritize the right activities and opportunities with Irwin.
Get a customized demo of Irwin
Communicate and maintain information across your team.
Easily find new institutional investors, family offices, funds, and retail investment advisors to prospect.
Track and report on your client metrics.
From one-to-one emails and phone calls to meeting itineraries and roadshows, you can manage and track your sales and client activity in one place with Irwin's CRM functionality. Easily pull activity reports to understand the efficacy and ROI of your activity and outreach.
Learn how 908 Devices leveraged Irwin throughout their IPO journey to better track and manage investor interactions.
Learn how holding companies are using Irwin's investor relations software to target new investors and keep tabs on their competition.