If you are considering Irwin, you may also want to investigate similar alternatives or competitors to find the best solution. Investor Relationship Management Software is a widely used technology, and many people are seeking easily administered, secure software solutions with financial analysis, charting, and risk analysis. Other important factors to consider when researching alternatives to Irwin include features. The best overall Irwin alternative is Maximizer. Other similar apps like Irwin are Crunchbase, Morningstar Direct, AlphaSense, and Backstop Solutions Suite. Irwin alternatives can be found in Investor Relationship Management Software but may also be in Financial Services CRM Software or Investment Portfolio Management Software.
The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together.
Crunchbase is a predictive solution that provides intelligence on private companies, powered by the unique combination of live private company data, AI, and market activity from over 80 million users. We predict private market movements that matter to help investors, dealmakers, and analysts make the right decisions.
Portfolio Management: Morningstar Direct Lens lets you create, edit, and analyze portfolios quickly and efficiently using a clear, intuitive interface. Portfolio Marketing: Tell your stories using Morningstar data and analytics to distill complex investment information into clear, custom-branded reports, product-comparisons, and presentations. Due Diligence: See how you’re doing, how others match up, and which investments are best in class with the Performance Reporting module. It offers streamlined, automated due diligence and easy-to-read reports, so you never lose track of your place in the world. Data and Research: See the markets through thousands of different lenses, including exclusive Morningstar datapoints such as Analyst ratings, fund flow data, and firm diversity data to find investments that fuel your strategies. And More: From asset allocation and investment selection, to advanced analytics and pre-built data sets, Direct is the industry standard.
Backstop offers the industry-leading, cloud-based productivity suite to funds of funds, pensions, endowments, foundations, investment consultants, family offices, hedge funds, and private equity firms
MicroAcquire helps startups find buyers. Simple as that. We’ll help you start conversations that lead to an acquisition. Free. Private. No middlemen.
Built for productivity, Direct Advisory Suite (formerly Advisor Workstation) supports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business.
Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.
Global Private Equity & Venture Capital Data
Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.