Best Investor Reporting Software

How Many Investor Reporting Software Products Does G2 Track?

Total Products under this Category: 52

Category Stats (Nov 2026)

  • Average Rating: 4.5/5 The average rating of products in this category, based on all submitted ratings

Last updated: November 02, 2026

How Does G2 Rank Investor Reporting Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 400+ Authentic Reviews
  • 52+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Investor Reporting Software

G2 Grid® for Investor Reporting Software plotting products by satisfaction and market presence

Highlighted products: Orion Advisor Technology, Carta Fund ERP, VESTBERRY, Backstop Solutions Suite, Dynamo Software, and Irwin.

Underlying data: [Grid® JSON](https://www.g2.com/categories/investor-reporting/grids.json?focus%5B%5D=orion-advisor-technology&focus%5B%5D=carta-fund-erp&focus%5B%5D=vestberry&focus%5B%5D=backstop-solutions-suite&focus%5B%5D=dynamo-software-dynamo-software&focus%5B%5D=irwin)

Orion Advisor Technology

Orion is a comprehensive technology-enabled fiduciary solution designed to enhance the advisor-client relationship by streamlining the processes of Prospecting, Planning, Investing, and Achieving within a unified, technology-driven framework. This innovative platform integrates various brand entities, including Orion Advisor Tech, Orion Portfolio Solutions, Brinker, Redtail Technology, and Orion OCIO, to provide a holistic offering that empowers financial advisory firms to attract new clients and connect investment strategies more meaningfully to individual goals and outcomes. Targeted primarily at independent advisory firms, Orion serves a diverse audience that includes financial advisors, wealth management professionals, and their clients. The platform is particularly beneficial for firms looking to modernize their operations and improve client engagement through technology. By leveraging Orion’s capabilities, advisors can effectively manage and track their clients' financial journeys, ensuring that each investor's unique definition of financial success is prioritized and met. One of the key features of Orion is its ability to consolidate various aspects of wealth management into a single platform. This integration allows advisors to seamlessly manage client relationships, investment portfolios, and financial planning processes. The technology not only simplifies the workflow for advisors but also enhances the client experience by providing real-time insights and updates on investment performance and progress toward financial goals. This transparency fosters trust and strengthens the advisor-client relationship. Moreover, Orion's impressive scale is noteworthy, with $5.6 trillion in assets under administration and $124 billion in wealth management platform assets as of September 30, 2025. The platform supports over 7.8 million technology accounts and serves thousands of independent advisory firms, making it a trusted choice for many in the industry. Notably, 17 out of the Top 20 Barron’s RIA firms utilize Orion’s technology, underscoring its reputation and reliability in powering successful advisory businesses. Overall, Orion stands out in the financial technology landscape by offering a comprehensive suite of tools that not only streamline operations for advisors but also enhance the overall client experience. By focusing on the interconnectedness of financial planning and investment management, Orion enables advisors to deliver tailored solutions that align with their clients' aspirations, ultimately driving better financial outcomes.

Average Rating: 4.4/5.0

Total Reviews: 98

Who Is the Company Behind Orion Advisor Technology?

Who Uses This Product?

  • Top Industries: Financial Services
  • Company Size: 66% Small, 31% Medium

What Do G2 Reviewers Say About Orion Advisor Technology?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Orion Advisor Technology, significantly enhancing productivity and simplifying data access.
  • Users value the easy setup of Orion Advisor Technology, enhancing efficiency and saving valuable time for trading tasks.
  • Users value the client-ready performance reports of Orion Advisor Technology, enhancing their ability to present data effectively.
  • Users value the versatile functionality of Orion Advisor Technology, enhancing client interactions and streamlining portfolio management effectively.
  • Users value the excellent customer support from Orion Advisor Technology, enhancing usability and client interaction.
Cons
  • Users find the difficult learning curve of Orion Advisor Technology challenging, needing simpler tutorials for better understanding.
  • Users express concerns about integration issues, particularly with MoneyGuide and data feeds, hindering overall satisfaction.
  • Users experience data accessibility issues, struggling with incomplete information and a lack of cohesive display across platforms.
  • Users find feature deficiencies in Orion Advisor Technology, leading to frustrations in reporting and automation functionalities.
  • Users feel that Orion Advisor Technology is not entirely user-friendly, citing issues with the client portal and reporting features.

What Are Recent G2 Reviews of Orion Advisor Technology?

What Are G2 Users Discussing About Orion Advisor Technology?

Carta Fund ERP

From transactions to distributions, harness a unified suite of tools and services to run your fund with complete control. Carta Fund Management is a comprehensive fund management platform designed to streamline and elevate the way firms manage their investments, from capital calls to investor reporting. Trusted by over 8,800 venture firms with over $200B in assets trust Carta to take care of their fund administration needs, Carta transforms the complexities of private capital operations into an efficient, user-friendly experience. Private capital firms are increasingly tasked with navigating an ever-evolving landscape of investor demands, compliance, and data complexity. Whether you're managing a single fund or multiple portfolios, Carta simplifies every step of the fund lifecycle— from initial capital raises to quarterly reporting. With Carta Fund Management, your firm benefits from: - Real-Time Fund Data: Instant insights into capital calls, distributions, and performance metrics help firms make data-driven decisions and provide stakeholders with up-to-date information. - Investor Transparency: Carta’s robust investor portal enables clear communication with LPs (Limited Partners) and provides them with detailed reports, ensuring transparency and trust. - Seamless Compliance & Reporting: Carta automatically generates the reports required for compliance, helping fund managers stay ahead of regulatory requirements. Whether you need standard tax filings or specialized financial reports, Carta simplifies the process. - Integrated Cap Table Management: The platform allows seamless management of complex ownership structures, ensuring both fund managers and portfolio companies have clarity on equity positions and valuations. Carta’s AI combines a rich data foundation with real-time contextual understanding, driving private capital’s most complex operations with unrivaled precision and security. You can put it to work right from the tools you already use, whether that’s the Carta web app or a native AI interface such as Claude. Fund Management is part of the Carta Agentic ERP for private capital, which includes products for front, middle, and back office teams— such as CRM, Portfolio Valuations, and Fund Tax.

Average Rating: 4.2/5.0

Total Reviews: 63

Who Is the Company Behind Carta Fund ERP?

  • Seller: Carta
  • Company Website:
  • Year Founded: 2007
  • HQ Location: San Francisco, California
  • LinkedIn® Page: www.linkedin.com
    9,187 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Venture Capital & Private Equity, Computer Software
  • Company Size: 83% Small, 16% Medium

What Do G2 Reviewers Say About Carta Fund ERP?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of Carta Fund ERP, simplifying complex tasks and streamlining financial management seamlessly.
  • Users appreciate the clean and intuitive user interface of Carta Fund ERP, enhancing usability for fund management tasks.
  • Users appreciate the ease of navigation in Carta Fund ERP, making reporting tasks straightforward and efficient.
  • Users appreciate the intuitive interface of Carta Fund ERP, making financial management and navigation seamless and efficient.
  • Users appreciate the responsive customer support of Carta Fund ERP, facilitating easy management and guidance through complex tasks.
Cons
  • Users often face poor customer support from Carta Fund ERP, experiencing slow responses and inadequate assistance when needed.
  • Users find the pricing of Carta Fund ERP to be expensive, particularly impacting smaller and early-stage funds.
  • Users find the difficult learning curve of Carta Fund ERP challenging, requiring practice to navigate its extensive features.
  • Users find the interface not user-friendly, making it challenging to navigate and receive adequate support efficiently.
  • Users find the navigation challenging, indicating a steep learning curve and complexity for new users.

What Are Recent G2 Reviews of Carta Fund ERP?

VESTBERRY

Vestberry is a portfolio intelligence solution tailored to the needs of VC investors seeking a data-driven advantage. Our platform consolidates vital portfolio information and turns it into powerful analytics, enabling venture capital professionals to concentrate on extracting valuable insights from their data, rather than managing it. Leveraging a no-code approach, Vestberry empowers users to effortlessly construct their data infrastructure and seamlessly integrate with hundreds of data sources for unparalleled analytical capabilities. Trusted by top-tier fund managers from around the globe, who have come to rely on Vestberry as a partner in delivering excellence in portfolio management. Find more information on https://vestberry.com/

Average Rating: 4.8/5.0

Total Reviews: 40

Who Is the Company Behind VESTBERRY?

  • Seller: VESTBERRY
  • Year Founded: 2018
  • HQ Location: San Francisco, US
  • LinkedIn® Page: www.linkedin.com
    48 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Venture Capital & Private Equity
  • Company Size: 85% Small, 13% Medium

What Are Recent G2 Reviews of VESTBERRY?

What Are G2 Users Discussing About VESTBERRY?

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Backstop Solutions Suite

Backstop, a service of ION Analytics, has a mission to help clients break down the barriers to data access and deliver better decisions. As part of ION Analytics, our industry-leading services redefine the way firms operate in private markets, reshaping the institutional investment industry at the intersection of human insight and machine intelligence. Our core strength lies in developing technology that serves as a definitive source of truth, empowering clients with actionable insights, and seamless institutional knowledge sharing, while optimizing day-to-day success. Backstop is an investment management platform for consultants, OCIOs, pensions, funds of funds, family offices, endowments, foundations, hedge funds, private equity, venture capital, and real estate investment firms.

Average Rating: 4.7/5.0

Total Reviews: 46

Who Is the Company Behind Backstop Solutions Suite?

Who Uses This Product?

  • Top Industries: Financial Services, Investment Management
  • Company Size: 76% Small, 20% Medium

What Are Recent G2 Reviews of Backstop Solutions Suite?

What Are G2 Users Discussing About Backstop Solutions Suite?

Dynamo Software

Dynamo Software is the industry’s leading end‑to‑end AI powered alternative investment management platform centralizing, streamlining, and automating front-to-back-office investment operations. Dynamo’s full investment lifecycle covers deal management, investor relations, portfolio monitoring, fund accounting, research, and portfolio management in a single, secure platform. Dynamo v3.0 introduces an intelligent interface designed specifically for investment professionals. Powered by DynamoAI as the advanced core layer, the platform streamlines workflows by automating tasks such as document tagging, precise financial data extraction, conversational Q&A across firm data, and relationship insights—all functioning effortlessly without relying on external tools. The unified platform supports private equity, venture capital, private credit, real estate, infrastructure, and fund of funds. Dynamo helps teams operate with greater efficiency, gain deeper insight into their investments and relationships, and make faster and more confident decisions at every stage of the investment lifecycle. Benefits of Dynamo: • Next-Gen Intelligent Dynamo v3.0 Interface: Built from the ground up based with AI and automation to optimize user experience, reducing clicks, accelerating onboarding, and driving faster, team-wide adoption. • AI-Driven, Built-In Expertise: DynamoAI enables auto-tagging, document summarization, financial data extraction, conversational Q&A, and relationship scoring—all without the need for external services or tools. • Dynamo Blueprint: Expert-designed, pre-configured hubs, reports and layouts ready for immediate use. • Secure Investor Portal: Real-time engagement with configurable dashboards, electronic consent workflows for K-1s, and integrated data room—accessible on any device. • Multi-Asset Portfolio Management: Dynamo simplifies managing complex fund structures from automating capital calls, distributions, and waterfall calculations. • Dynamo Integration Ecosystem: Provides expansive integration capabilities with various data sources and third-party applications. • HoldingsInsight: White-glove service that collects, normalizes, and enriches underlying fund holdings by sector, region, and currency, pushing data directly into your Dynamo environment. • Enterprise-Grade Security: SOC 1/2/3-audited infrastructure, SAML/OAuth SSO, 2FA, encryption in transit and at rest, GAAP/ILPA/FATCA/GDPR compliance, regional hosting in NA, EMEA, APAC, UAE.

Average Rating: 4.2/5.0

Total Reviews: 35

Who Is the Company Behind Dynamo Software?

  • Seller: Dynamo Software
  • Company Website:
  • Year Founded: 1998
  • HQ Location: Watertown, MA
  • LinkedIn® Page: www.linkedin.com
    454 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Investment Management, Financial Services
  • Company Size: 49% Small, 38% Medium

What Do G2 Reviewers Say About Dynamo Software?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the intuitive interface of Dynamo Software, enabling efficient navigation and reduced training time.
  • Users commend the highly responsive customer support of Dynamo Software, ensuring efficient problem resolution and assistance.
  • Users value the robust functionality of Dynamo Software, enhancing efficiency and seamless integration with existing systems.
  • Users value the exceptional customizability of Dynamo Software, allowing tailored solutions that enhance their unique workflows.
  • Users benefit from the highly responsive support, facilitating quick issue resolution and smooth workflow management.
Cons
  • Users face a steep learning curve with Dynamo Software, requiring significant time and training for effective use.
  • Users face a steep learning curve with Dynamo Software, requiring extensive training for effective implementation and usage.
  • Users indicate that Dynamo Software has a difficult learning curve, requiring significant training to fully utilize its features.
  • Users find Dynamo Software not user-friendly, facing issues with its interface, speed, and missing file management.
  • Users note a steep learning curve with Dynamo, requiring significant training and adjustment for effective use.

What Are Recent G2 Reviews of Dynamo Software?

Irwin

Irwin is an investor relations and capital markets solution for innovative public companies and their advisors built by a team of passionate entrepreneurs who know the challenges and opportunities that companies face when building relationships with the investment community. We empower thousands of IROs worldwide to manage and enhance their relationships with world-class technology, industry-leading data, award-winning support, and inspiring content.

Average Rating: 4.5/5.0

Total Reviews: 57

Who Is the Company Behind Irwin?

Who Uses This Product?

  • Who Uses This: Investor Relations
  • Top Industries: Mining & Metals, Financial Services
  • Company Size: 75% Small, 18% Medium

What Do G2 Reviewers Say About Irwin?

AI-generated summary from verified user reviews

Pros
  • Users value the customization of Irwin, effectively managing Investor relations and tailored campaigns.
Cons
  • Users find the limited accessibility of contacts and screening options frustrating compared to other software alternatives.
  • Users find the limited data of Irwin restricts contact availability and screening options compared to competitors.

What Are Recent G2 Reviews of Irwin?

What Are G2 Users Discussing About Irwin?

Dasseti ENGAGE

Dasseti ENGAGE is an AI-powered RFP and DDQ automation platform for the investment management industry. Designed for investor relations and RFP teams, ENGAGE streamlines every stage of the response process – from first draft to final approval – using purpose-built AI to eliminate repetitive work and improve accuracy. ENGAGE centralizes content and automates workflows, bringing every part of the process into one controlled environment. It connects seamlessly across Microsoft 365 for in-application collaboration, while integrations with platforms such as Nasdaq eVestment™, Salesforce, and Snowflake keep information synchronized across systems. Built-in version control, approval workflows, and audit trails ensure every response is accurate, compliant, and ready to share. At the core of ENGAGE is Sidekick, Dasseti’s embedded AI assistant. Sidekick transforms the way investor relations and RFP teams work – instantly locating, drafting, and refining responses using your firm’s approved content. Purpose-built for investment language and compliance standards, it delivers accurate, investor-ready answers in moments, not hours. By combining automation, intelligent content management, and industry-specific AI, Dasseti ENGAGE helps firms respond faster, with greater accuracy and consistency – freeing teams to focus on investors, not admin.

Average Rating: 4.2/5.0

Total Reviews: 36

Who Is the Company Behind Dasseti ENGAGE?

  • Seller: Dasseti
  • Company Website:
  • Year Founded: 2019
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    80 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Investment Management
  • Company Size: 50% Small, 36% Medium

What Do G2 Reviewers Say About Dasseti ENGAGE?

AI-generated summary from verified user reviews

Pros
  • Users find Dasseti ENGAGE's platform to be very user-friendly, simplifying the DDQ process and enhancing collaboration.
  • Users find Dasseti ENGAGE's efficiency impressive, greatly reducing time spent on completing DDQs with streamlined processes.
  • Users commend the fantastic customer support from Dasseti ENGAGE, highlighting quick setup and dedicated assistance.
  • Users value the time-saving features of Dasseti ENGAGE, enabling quicker completion of DDQ processes and improved efficiency.
  • Users highlight the powerful AI features of Dasseti ENGAGE that significantly reduce time and improve accuracy in DDQ processes.
Cons
  • Users find the usability poor with a clunky interface, difficult navigation, and insufficient attachment options.
  • Users find the scrolling method and attachment options lacking, hindering the overall usability of Dasseti ENGAGE.
  • Users find Dasseti ENGAGE to be not user-friendly, especially for newcomers navigating its complex interface and setup.
  • Users find the interface clunky, creating navigation challenges and hindering the overall user experience with Dasseti ENGAGE.
  • Users find Dasseti ENGAGE's interface to be complex and challenging, requiring extensive onboarding and customization efforts.

What Are Recent G2 Reviews of Dasseti ENGAGE?

Intralinks FundCentre AI

FundCentre AI™ is the unrivaled front-office platform designed to support your entire fund lifecycle—all in one place. From fundraising and investor onboarding to investor relations, FundCentre AI brings together a fully integrated suite of tools that streamline every stage of the process. By centralizing core workflows, FundCentre AI helps your team work smarter and uncover deep insights into your fund performance and investor relationships, powered by Link, our proprietary AI assistant. Fundraising • Raise capital quickly and efficiently • Streamline distribution and track marketing materials and legal documents • Securely share due diligence information with prospects • Gauge investor interest levels through insightful reports • Complete DDQs faster and more accurately with, our dedicated AI tool Onboarding • Streamline the review, approval, and tracking of subscription packages and AML documentation with AI-driven features. • Track document status and monitor investor progress in real-time • Ensure a seamless investor onboarding experience that instills confidence Investor Reporting • Transform how you share fund data • Enhance investor communications and increase transparency • Strengthen your brand with custom branding and private label features • Manage reporting across funds, track investor activity and upload critical data effortlessly • Instantly locate critical fund and investor information using Link

Average Rating: 4.2/5.0

Total Reviews: 11

Who Is the Company Behind Intralinks FundCentre AI?

  • Seller: SS&C Intralinks
  • Company Website:
  • Year Founded: 1996
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    1,714 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services
  • Company Size: 50% Small, 36% Medium

What Are Recent G2 Reviews of Intralinks FundCentre AI?

Cryptool

Cryptool is an all-in-one platform designed to automate and streamline the entire investment cycle for both individual investors and fund managers. It offers a comprehensive suite of tools that facilitate portfolio management, fund administration, and deal tracking, all within a single, user-friendly interface. By integrating these functionalities, Cryptool aims to eliminate the inefficiencies associated with managing investments across multiple platforms and tools. For individual investors, Cryptool provides intuitive features that allow for effortless control and optimization of holdings. Users can manage all their investments seamlessly, benefiting from automated daily tasks that reduce manual workload. The platform supports portfolio creation and management, enabling users to track their assets across various chains and wallets. Additionally, Cryptool includes a calendar module to keep investors informed about important events, such as token vesting periods and staking deadlines, ensuring they never miss critical dates. Fund managers and venture capitalists can leverage Cryptool's robust tools tailored for group administration and fundraising activities. The platform facilitates the creation and management of investment groups, allowing for efficient collaboration and communication among members. Fundraising processes are streamlined through features that support pool creation, deal management, and automated distribution of assets. Cryptool also offers white-label solutions and custom group URLs, enabling fund managers to maintain their brand identity while utilizing the platform's capabilities. A key aspect of Cryptool is its multichain support, providing deposit and distribution options across various blockchain networks. This ensures a hassle-free experience for users, regardless of the chains or projects they are involved with. The platform's integration with multiple blockchains allows for a broad range of investment opportunities and asset management options. Cryptool operates on a freemium model, offering core services for free with certain limitations, and premium subscriptions that unlock advanced features and higher limits. This approach caters to a diverse user base, from retail investors to large-scale fund managers, allowing them to choose plans that best fit their needs and scale as their activity grows. In summary, Cryptool is a comprehensive and automated platform that simplifies the complexities of investment management. By consolidating essential tools and features into a single solution, it empowers both individual investors and fund managers to efficiently manage, raise, invest, and trade assets, ultimately enhancing their investment experience and outcomes.

Average Rating: 4.9/5.0

Total Reviews: 6

Who Is the Company Behind Cryptool?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Cryptool?

Nasdaq IR Insight

Navigate dynamic markets, tell your best story, build stronger engagement, and establish new relationships to drive long-term valuation. With Nasdaq IR Insight, investor relations (IR) teams can employ a data-driven approach to their IR strategy, while also aligning with investor expectations and delivering strategic guidance. Purpose-built for IR Professionals: Support IR team workflows with advanced tools and features that are designed to make a difference. Continuous Investment & Client Support: Ensure an optimized experience for IR teams through 15+ years of focused user feedback and feature development, as well as Nasdaq’s client success team support. Premium Content & Functionality: Pairing institutional-grade data with real-time investor updates from Nasdaq’s Advisory analysts.

Average Rating: 4.3/5.0

Total Reviews: 15

Who Is the Company Behind Nasdaq IR Insight?

  • Seller: Nasdaq
  • Company Website:
  • Year Founded: 1971
  • HQ Location: New York
  • LinkedIn® Page: www.linkedin.com
    8,555 employees on LinkedIn®
  • Ownership: NASDAQ: NDAQ

Who Uses This Product?

  • Company Size: 47% Large, 40% Small

What Do G2 Reviewers Say About Nasdaq IR Insight?

AI-generated summary from verified user reviews

Pros
  • Users find significant value in the excellent customer support provided by Nasdaq IR Insight's teams.
  • Users value the ease of access with Nasdaq IR Insight, especially its integration with Outlook for efficiency.
  • Users value the efficiency of Nasdaq IR Insight, especially with its seamless integration into Outlook for streamlined workflows.
  • Users value the reporting capabilities of Nasdaq IR Insight for efficiently centralizing their events and data.
Cons
  • Users often face data inaccuracy issues with Nasdaq IR Insight, leading to unsatisfactory report outcomes.
  • Users find the difficult learning curve of Nasdaq IR Insight frustrating, especially when managing meetings on the go.
  • Users find charting functions and data downloading capabilities limited compared to other platforms, affecting overall usability.
  • Users note the limited data in Nasdaq IR Insight, finding it less comprehensive compared to other platforms.
  • Users struggle with poor usability in Nasdaq IR Insight, finding it difficult to manage tasks on-the-go.

What Are Recent G2 Reviews of Nasdaq IR Insight?

What Are G2 Users Discussing About Nasdaq IR Insight?

DFIN ArcPro

ArcPro® (NYSE: DFIN) is DFIN’s purpose-built content management, workflow, and publishing platform for investment companies. Designed to streamline the creation, review, approval, and distribution of shareholder and regulatory communications, ArcPro centralizes content in a secure cloud-based repository, enabling teams to efficiently manage regulatory documents across web, print, and EDGAR channels. As part of DFIN’s Arc Suite®, ArcPro combines workflow automation, content reuse, publishing capabilities, and regulatory expertise to help organizations improve accuracy, reduce operational risk, accelerate production cycles, and confidently meet critical compliance deadlines. Key Benefits • Improve accuracy with centralized content management, shared content libraries, and controlled workflows that help eliminate duplication and inconsistencies. • Increase efficiency through automated workflows, task management, content reuse, and streamlined review and approval processes. • Reduce compliance risk with version control, permissions management, audit trails, validation tools, and filing readiness capabilities. • Accelerate publishing and filing across print, web, PDF, Word, and EDGAR outputs from a single platform. • Scale disclosure operations with support for global regulatory communications, multilingual publishing, and high-volume content management. • Enhance collaboration and visibility with cloud-based workflows, dashboards, automated notifications, and role-based access to keep teams aligned and on schedule. • Gain confidence under tight deadlines with automation, integrated workflows, and the backing of DFIN’s regulatory and reporting expertise. When you choose ArcPro, you gain access to DFIN’s Arc Suite®, an integrated platform for content management, regulatory reporting, filing, and distribution, helping investment companies improve efficiency, reduce risk, and stay compliant.

Average Rating: 4.4/5.0

Total Reviews: 4

Who Is the Company Behind DFIN ArcPro?

Who Uses This Product?

  • Company Size: 75% Small, 25% Medium

What Are Recent G2 Reviews of DFIN ArcPro?

What Are G2 Users Discussing About DFIN ArcPro?

Entrilia

Modern SaaS company, building apps for private capital managers to optimize their front to back operations. Founded on the belief that the best tech stack is the sum of its integrated parts. Today, teams are relied on to constantly deliver new, better and more actionable insights. Your data consumption needs to keep pace with data availability. We are building scalable tools to assist non-technical and technical users to maximize their opportunities, to automate their services, and ultimately spend more time increasing value delivery for their firm.

Average Rating: 4.8/5.0

Total Reviews: 2

Who Is the Company Behind Entrilia?

  • Seller: Entrilia
  • Year Founded: 2021
  • HQ Location: Miami Beach, US
  • LinkedIn® Page: www.linkedin.com
    33 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Are Recent G2 Reviews of Entrilia?

Q4 Desktop

Q4 Desktop streamlines, simplifies, and structures how Investor Relations teams manage and build relationships with the Capital Markets. In a single place, IR teams can track, summarize, and report on investor meeting activity and progress, while using that information to execute a strategic and efficient targeting program. Whether in the office or on a roadshow, Desktop integrates directly into your team’s workflow, ensuring you are always ready for your next investor meeting, never worried about losing track of past investor interactions, and able to communicate directly with investors seamlessly.

Average Rating: 3.7/5.0

Total Reviews: 3

Who Is the Company Behind Q4 Desktop?

  • Seller: Q4 Inc
  • Year Founded: 2006
  • HQ Location: Toronto, ON
  • LinkedIn® Page: www.linkedin.com
    504 employees on LinkedIn®
  • Ownership: TSX: QFOR

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Q4 Desktop?

Complii

Complii is the first fully integrated Corporate & Adviser management platform, covering the whole corporate lifecycle, helping to navigate through the ever-changing regulatory landscapes and operational boundaries. Our innovative, modular platform is designed to meet the need for cost-effective capital raising, absolute compliance assurance, operating risk mitigation and customer servicing efficiency. Each modular component provides a best-of-breed solution to specific areas of AFS operations, while the integrating platform ensures the transparent flow of relevant management data and insights. Dedicated to deliver new modules and enhancements, Complii FinTech both streamlines established practices and enables valuable new financial service opportunities.

Average Rating: 5.0/5.0

Total Reviews: 1

Who Is the Company Behind Complii?

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of Complii?

Diligent Cap Table Management

Diligent Equity (formerly EquityEffect) is a cap table management software designed to track and manage shares, convertible notes, warrants, options and secondary transactions.

Average Rating: 3.5/5.0

Total Reviews: 2

Who Is the Company Behind Diligent Cap Table Management?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Diligent Cap Table Management?

What Are G2 Users Discussing About Diligent Cap Table Management?

Neya Kumaresan
NK
Researched and written by Neya Kumaresan
Updated October 3, 2024