market data + investor relations Crm

Irwin + FactSet

Your IR CRM, powered by the financial data your investors already rely on. Manage relationships, monitor shareholders, target the right investors, and analyze your market position – all without switching platforms.

Illustration of Irwin product feature

The only unified solution for IR professionals.

Irwin + FactSet delivers an end-to-end investor relations platform that integrates a comprehensive CRM with market-leading financial data, analysis, and research. Access the most complete capital markets insights and data through a single, seamless experience designed exclusively for IR teams.

Earnings Prep

Pull peer transcripts and analyst estimates from FactSet. Cross-reference your shareholder list in Irwin. Flag investors you haven't spoken to since last quarter. One platform, fully prepared.

Investor Meetings

Surface your full relationship history alongside current holdings data and fund positioning. Your investor tear sheet -- relationship context and market intelligence together, before every meeting.

IR Event Marketing

Broadcast roadshows and conferences directly to 200,000+ buy-side investors and analysts through FactSet's network. Investors express interest directly, no cold outreach required.

Illustration of one Irwin's investor profile feature which highlights an investor's buying power, holdings, engagement, and attributes.
IRWIN IR CRM

IR software built for the work

Target investors, monitor shareholders, track every interaction, and report to your board -- all from a platform designed specifically for IR teams.

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FACTSET CORPORATE WORKSTATION

The market intelligence your investors are already using

Peer analysis, analyst estimates, earnings transcripts, ownership trends, real-time market news -- accessible through a single login alongside your Irwin CRM. When your program runs on the same data source as the buy side, you walk into every meeting speaking the same language.

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Illustration of using FactSet's corporate workstation to identify the top themes of an earnings call

Trusted by Innovative IR Teams

“We’re really excited about the FactSet integration, the data is a lot more helpful than the data we had with our previous solution.”

Sarah Walas
Vice President of Investor Relations
Bandwidth

"The integration of the Irwin and FactSet platforms has enabled our team to more effectively manage both our analytical and engagement efforts. The joint solutions provide a comprehensive and intuitive IR toolkit that enables us to handle key workstreams with ease and efficiency. We are thankful to the Irwin and FactSet teams for collaborating to deliver this valuable combination."

Joseph Suarez
SVP, Investor Relations
Constellation Brands, Inc

“I use FactSet every day for market news and stock price information, and we consistently use the Excel plugin to pull pricing data in. FactSet totally fulfills the need we have from a market data perspective.”

Thomas McCrohan
EVP, Strategy & Investor Relations
Shift4 Payments Inc
Read more about what Irwin clients are saying:
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