WebCatalog

Investor relationship management (IRM) software helps businesses, especially financial services institutions, manage their interactions with investors. These tools offer a variety of features, from organizing investor newsletters to targeting potential new investors and beyond. While similar to traditional CRM systems, IRM software is tailored to meet the specific needs of the investment sector. Its primary goal is to enhance communication between the company, existing investors, and prospective investors. Some IRM platforms also include tools for targeting and monitoring potential investors, using market data to identify new prospects. In addition, IRM software often provides investor reporting and analytics capabilities, and is part of the broader category of investor relations software.