IR.Manager

IR.Manager

Euronext Corporate Services
SatuitCRM

SatuitCRM

Satuit Technologies
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About

IR.Manager is the fastest, most responsive, flexible and comprehensive IR tool available. With easy-to-use features, IR.Manager saves time, and offers a flexible and powerful CRM, targeting and reporting functionality along with a global buy-side and sell-side contacts database. Manage relationships with institutional investors, analysts and other stakeholders. Keep a record of meeting history and meeting notes. Track your ownership through insightful intelligence sourced from leading financial data and IR service providers. Target new investors through advanced identification, qualification and screening solutions. An extensive range of features for your entire IR team. A more autonomous connection to buy-side and sell-side communities. View your agenda, investor profiles, meeting history and ownership data.

About

Acquired by Tier1 Financial Solutions in 2021, Satuit Technologies is the premier provider of CRM, reporting, and portal software solutions for Buy-Side asset management, hedge fund, wealth management, private equity, and real estate markets. The company has offices in Canada, the United States, and the United Kingdom and serves clients in more than thirty-five countries.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Organizations searching for an investor relations CRM and targeting platform

Audience

Financial Service Industry

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Euronext Corporate Services
Founded: 2016
The Netherlands
corporateservices.euronext.com/en/ir-manager

Company Information

Satuit Technologies
Founded: 1994
United States
www.tier1fin.com/satuit

Alternatives

Alternatives

Pinnakl CRM

Pinnakl CRM

Pinnakl
Allvue

Allvue

Allvue Systems

Categories

Categories

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Integrations

Act-On
Broadridge Cash Management
Constant Contact
Constant Contact Lead Gen & CRM
Docusign
Mailchimp
Seismic
dotdigital Engagement Cloud

Integrations

Act-On
Broadridge Cash Management
Constant Contact
Constant Contact Lead Gen & CRM
Docusign
Mailchimp
Seismic
dotdigital Engagement Cloud
Claim IR.Manager and update features and information
Claim IR.Manager and update features and information
Claim SatuitCRM and update features and information
Claim SatuitCRM and update features and information