Maintain and grow relationships with the investment community with Irwin's award-winning investor relationship management solution. Irwin's CRM and Engagement tools enable context and business continuity for IR teams by tracking all of your investor interactions, providing in-depth reporting capabilities, and providing tools to seamlessly manage investor events and conferences.
Get a customized demo of Irwin's CRM & engagement tools:
Keep track of all investor interactions, including your emails and events in Outlook and Gmail.
Seamlessly report on your IR activity, outreach efforts, and meeting and event outcomes.
Leverage Irwin's event management tools to quickly prepare itineraries, tear sheets, and more.
Learn more about what Irwin clients have to say about our investor relations CRM:
“What drove me to Irwin was the clean interface. I can quickly accomplish tasks without getting bogged down in a cumbersome legacy interface. The whole point of the IRM is to efficiently track engagement to optimize how you interface with investors and report on it for efficacy purposes, and the nuanced features in Irwin are incredibly valuable time savers.”
“If it's an organization I'm not familiar with, I can now go to Irwin and very conveniently pull that profile. In this scenario, seeing the people and the funds they manage is quite helpful. The more users, the more data points we have. We're all kind of using Irwin in a very communal way.”
“Instead of spending all my time inputting many records, Irwin Assistant has been quite useful for me and building my itinerary. I’ll receive an itinerary from the banks we’re working with and send that to Irwin Assistant to get it into our account. I can then go in and make edits about the particulars after they’ve happened, such as meeting notes, but the main thing is that the data is already there, which was the most time-consuming part.”
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