The new standard in CRM for Investor Relations

Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders. IR.Manager is a cloud-based user-friendly CRM and targeting tool for investor relations professionals.

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Get in touch with one of our experts!

Reliable & insightful intelligence

ir crm

Comprehensive and flexible CRM compatible with Outlook features and available on all devices: desktop, mobile and tablet

crm investor relations

Seamless integration of your own intelligence with a built-in data feed from FactSet in your CRM for investor relations

investor relations crm software

Over 220,000 buy-and-sell-side investment professionals, 45,000 institutions, 55,000 funds and much more 

Premium service and VIP support

We offer VIP service to all clients, starting with the reliable migration of your existing IR contact lists and recent meeting history. Our business is software and technology, we listen to our clients, and we understand IR – all of this adds up to a cutting-edge, cloud-based solution that keeps getting better (all upgrades included).

Optional integration with bespoke shareholder identification from Euronext and/or select third-party specialists. Welcome to the CRM for investor relations powered by Euronext, the leading pan-European market infrastructure. 

IR.Manager at a glance

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  • Investor engagement dashboards
  • Advanced and flexible targeting tools
  • Dynamic lists
  • Reports and insights
  • Manage lists and execute mailings
  • And much more...

A comprehensive tool for investor relations

  • Manage relationships with institutional investors, analysts and other stakeholders
  • Keep a record of your meeting history, all archived in a safe environment
IR Manager mobile
  • Integrated mobile app for on-the-go roadshow logistics

 

 

  • Calendar and Outlook synchronisation

Flexible and insightful reporting

  • Identify and qualify your shareholders

 

  • Receive email alerts on the buying and selling of your shares

 

  • Profile and target investors

 

  • Produce value-adding briefing notes and a wide range of reports for management  
 
 
IR Manager, ipreo

Ready to optimise your IR team workflow? 

investor relations manager, ipreo

Get in touch with one of our experts

Julien Vignot

Head of Investor Relations, Vifor Pharma Group 

Julien Vignot

"IR.Manager helps support every phase of our investor engagement: we use it to make sure we are seeing the right investors when we go on roadshows, by proposing suitable targets to our brokers and prioritizing requests from new institutions; we use it for distributing announcements to our key contacts, keeping a track record of our interactions, and to produce briefing notes before every investor meeting. It has become quite essential to me and to the team. The interface is very logical and the functionality is very deep. The service is top-notch, personalised, always fast and reliable."