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By Platform Group Limited
How would you rate your experience with Irwin?
Data Visualization
Contains data visualization tools specifically tailored to handle financial information
Document Search
Provides financial document search functionality to users
Financial Analysis
Analyzes financial statements from publicly traded companies
Charting
Contains customizable data charting tools
Risk Analysis
Carry out risk analysis for publicly traded companies
Collaboration
Contains collaborative functionality that allows permissioned users to share documents and insights.
Alerts and Monitoring
Monitors real-time market data and send alerts based on user input
Market Information
Provides access to up-to-date financial market information
Market News
Aggregates media and news from relevant companies
Dashboard
Has a centralized dashboard for users to interact with
Cloud
Provides a cloud based version of the platform
Pre-Built Connectors
Provides useful pre-defined data connections to important external systems and applications.
Mobility
Is accessible from a mobile device and by users on the go.
Messaging
Contains in-application messaging abilities
Portal
Contains a portal to facilitate investor access to financial documents like K-1s, partner letters, and more.
Automation
Automates some or all operation related tasks
Content Library
Provides users with a pre-built library of useable content
Email Templates
Contains pre-built email templates for sending investors information
Email Automation
10 reviewers of Irwin have provided feedback on this feature.
Automates the sending of investor communications
Custom Reports
As reported in 11 Irwin reviews.
Leverages investor information and documents to create custom reports tailored to individual investors
Alerts
Automatically sends alerts to investors when new documents or information is uploaded
Visualization
Contains tools to visalize data sets or workflows
Report Manipulation
Investors can leverage in-app tools to produce different visualizations of the data.
Platform Search
As reported in 13 Irwin reviews.
Find important content or files using keywords, metadata, tags, etc.
Reporting
Provides pre-built or customizable performance reports
Interoperability
Connects to external systems and applications as needed to complete team workflows.
Provides analytics tools that reveal important business metrics and track progress.
Forecasting
Provides sales forecasting and modeling capabilities based on historical data.
Case Management
Contains customer request handling functionality and issue tracking.
Customer Support Portal
A portal through which customers can access the knowledge base as well as ask questions, place orders, raise issues, and more.
Knowledge Base
An information repository for customers to get self-service answers to their questions.
Campaign Management
Provides email marketing campaign management functionality.
Lead Management
Contains lead tracking and management capabilities.
Marketing Analytics
Contains analysis tools to provide insights on marketing campaign effectiveness.
This feature was mentioned in 13 Irwin reviews.
Contains pre-built email templates for sending potential investors information.
17 reviewers of Irwin have provided feedback on this feature.
Automates the sending of potential investor communications.
Allows users to track and manage leads.
Task Management
Manages sales force tasks, assigning tasks and distributing work.
Segmenting
This feature was mentioned in 16 Irwin reviews.
Segments investors and potential investors by multiple factors.
Reports
19 reviewers of Irwin have provided feedback on this feature.
Produces reports based on investor information and communications conducted in-app.
Analytics
This feature was mentioned in 21 Irwin reviews.
Analyzes investor communications and activity, creating data visualizations.
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Multi-step Planning
Ability to break down and plan multi-step processes
