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Investor Reporting reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.

Best Investor Reporting Software

    Investor reporting software manages the release of financial reports, press releases, events, and more to investors. These solutions are driven by the fiduciary responsibility that companies have to their investors to update them on performance.

    The goal of investor reporting software is to meet financial disclosure requirements set out by regulatory bodies and to facilitate communications between investors and the company. Increasingly, these tools offer automated reporting and self-service portals so investors can access relevant information at any time and from any location. Investor reporting solutions provide companies with an easy way to be transparent with investors and share key financial information with them, often in a self-service format.

    Investor reporting software includes report builders and other data visualization tools to help investors understand performance. These solutions are sometimes bundled into a larger investor relations software suite.

    To qualify for inclusion in the Investor Reporting category, a product must:

    Produce automated financial disclosure reports geared toward investors
    Contain an investor portal
    Release other financial information and charts to investors via email or an investor portal

    Compare Investor Reporting Software

    G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
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    (21)4.7 out of 5

    Backstop’s mission is to help the institutional investment industry use time to its fullest potential. We develop technology to simplify and streamline otherwise time- consuming tasks and processes, enabling our clients to quickly and easily access, share, and manage the knowledge that is critical to their day-to-day business success. Backstop provides its industry-leading cloud-based productivity suite to investment consultants, pensions, funds of funds, family offices, endowments, foundations,

    (23)4.9 out of 5
    Entry Level Price:Free stakeholder/month

    Ledgy is an equity management solution built for fast-growing companies. Scaleable, flexible, and easy to use for end-to-end equity management with best-in-class security and privacy. Get your cap table and employee participation plans right from the beginning: ESOPs & PSOPs to empower your employees with ownership. Make your financing rounds a success and engage your investors with always accurate scenario and exit modeling. For your investors and lawyers Ledgy shows the latest informa

    (3)4.2 out of 5

    Visible gives companies the power to track, organize & share key performance data with investors, team members, and partners through beautiful dashboards and robust reports that combine numbers, visuals, and narrative to help tell a more effective story.

    (2)3.5 out of 5

    TruEquity is a cap table management software designed to track and manage shares, convertible notes, warrants, options and secondary transactions.

    (1)2.5 out of 5

    A multi-faceted platform designed specifically for investor relations teams to maximize the effectiveness and value of their IR program, providing an integrated workflow solution, to help both drive results and ensure a best-in-class IR program.

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    Fundpanel handles the details of your capital calls, investor relations, and back-office ops so you don't have to. Providing tools to dozens of the largest funds in the US and around the world.

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    Automate the process for creating and updating shareholder documents.Use your own desktop tools and get professional publishing output that’s clean, tagged and ready on time.

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    AtomInvest provides next generation technology systems for alternative investment managers. From sourcing deals to raising funds, from managing your investor relationships to monitoring your portfolio, AtomInvest’s integrated, modern tech solutions can be tailored to the way you run your business and will give you the edge you need to thrive in an ultra-competitive market. The software provides functionality and workflows to both fund managers and their Service Providers, as well as their inv

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    The BKMS® Compliance System is a modular platform that supports and simplifies the work of compliance officers, legal experts and auditors as well as employees in similar functions. The compliance solutions help – both individually and in combination – with preventing and combatting risks, malpractice and white-collar crime as well as evaluating business partners and approving benefits. The web-based ASP applications are operated and provided within a closed system (not a cloud solution) inside

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    The Dynamo‚Ñ¢ Investor Portal is a configurable, online hub that provides your investors secure access to their individual investment data and fund performance.

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    With eFront Insight, general partners can access an intuitive platform centered on digitizing private market data exchanges, empowering them to streamline investor communications and data exchanges while generating innovative insights into their alternative investments.

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    Maintain digital insider lists in accordance with the EU Market Abuse Regulation Access required data and confirmations conveniently online ISO 27001 certified

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    The EQS IR COCKPIT is the world’s first platform which brings together investor data, contact management and news distribution (both regulatory and non-regulatory) in one tool. The EQS IR COCKPIT was developed to improve the effectiveness of Investor Relations officers. It provides simplified workflows, better results and added value for you and your investors.

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    Advising corporations around the world with industry-leading investor relations and corporate governance solutions. We provide our clients with unmatched data, unique insights and a dedicated global support network, enabling them to execute successful investor relations programs. Our client list is constantly evolving and growing, representing over 2,000 diverse issuers from all corners of the globe.

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    A simple way to research, reach and manage investors across the entire fundraising process.

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    InvestorPortaLPro‚Ñ¢ offers fund managers, fund administrators, and limited partners the dynamic reporting solutions for any report our clients desire, including; custom reports, standardized reports, tax reporting, and other reporting solutions.

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    iPR Software Inc., http://www.iprsoftware.com/, provides PR and Marketing Software solutions to the world’s most respected companies and organizations including NVIDIA, Northrop Grumman, Edison International, Dunkin’ Donuts, Xerox, the American Heart Association, UCLA, and many others. With decades of PR, Marketing, Media and Software as a Service (SaaS) experience, iPR’s software publishes, hosts, and distributes millions of news and multimedia pages to corporate websites, social media ch

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    passiveIQ is helping today's IROs understand the latest trends in index ownership, identify which indices are most important and understand why their companies might not be included in certain indices.

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    Navatar (@navatargroup) is the intelligent deal platform that harnesses advanced analytics to go a level deeper. Hundreds of private equity managers, investment banks and strategic buyers worldwide use Navatar for insights into prospect engagement strategy, team performance, network expansion, and sourcing off-market deal flow. Learn how our enterprise solution, built on Salesforce’s Einstein, can transform your entire deal lifecycle from source to close.

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    Obsidian Investor Portals utilize interactive dashboards with automatic data feeds to better develop your client relationships.

    0 ratings

    Investor Reporting

    (2)3.3 out of 5

    Q4 Desktop is a fully integrated investor relations platform that combines your CRM with advanced markets intelligence tools to simplify and streamline the entire investor relations workflow. Q4 Desktop includes activity logging and pipeline solutions, intuitive contact-level targeting, time-saving report building functionality, itinerary building, roadshow planning tools, database of validated financial data, as well as actionable intelligence including trading analytics, relative performance,

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    Registry Direct is the simplest way to manage your investors. Our solution is designed for private and public unlisted companies to manage their investors, and accountants and advisors who manage their clients'​ registers.

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    Relevant EquityWorks, data is organized, accessible, and transparent, bringing unparalleled efficiency to venture capital, private equity, real estate, and private debt firms. It features applications for fund raising and investor relations, finance and accounting, and investment management and monitoring, that are available separately or as part of the Relevant EquityWorks platform.

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    SmartRoom is a next-generation virtual data room that was designed to deliver greater efficiency and bank-grade security for file sharing and collaboration.

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    TNR Solution is an integrated, comprehensive, front-to-back platform for firm-wide private equity operations, data management and investor reporting.

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    Vantage Investor provides effortless marketing and servicing for current and prospective investors. It maintains complete investor profile information with comprehensive management calculations