Irwin Features

Contains data visualization tools specifically tailored to handle financial information

Provides financial document search functionality to users

Analyzes financial statements from publicly traded companies

Contains customizable data charting tools

Carry out risk analysis for publicly traded companies

Contains collaborative functionality that allows permissioned users to share documents and insights.

Monitors real-time market data and send alerts based on user input

Provides access to up-to-date financial market information

Aggregates media and news from relevant companies

Has a centralized dashboard for users to interact with

Provides a cloud based version of the platform

Provides useful pre-defined data connections to important external systems and applications.

Has a centralized dashboard for users to interact with

Provides a cloud based version of the platform

Is accessible from a mobile device and by users on the go.

Contains in-application messaging abilities

Contains a portal to facilitate investor access to financial documents like K-1s, partner letters, and more.

Automates some or all operation related tasks

Provides users with a pre-built library of useable content

Contains pre-built email templates for sending investors information

Automates the sending of investor communications This feature was mentioned in 10 Irwin reviews.

Leverages investor information and documents to create custom reports tailored to individual investors 11 reviewers of Irwin have provided feedback on this feature.

Automatically sends alerts to investors when new documents or information is uploaded

Contains tools to visalize data sets or workflows

Investors can leverage in-app tools to produce different visualizations of the data.

Based on 13 Irwin reviews. Find important content or files using keywords, metadata, tags, etc.

Provides pre-built or customizable performance reports

Automates some or all operation related tasks

Is accessible from a mobile device and by users on the go.

Connects to external systems and applications as needed to complete team workflows.

Provides analytics tools that reveal important business metrics and track progress.

Provides sales forecasting and modeling capabilities based on historical data.

Contains customer request handling functionality and issue tracking.

A portal through which customers can access the knowledge base as well as ask questions, place orders, raise issues, and more.

An information repository for customers to get self-service answers to their questions.

Provides email marketing campaign management functionality.

Contains lead tracking and management capabilities.

Contains analysis tools to provide insights on marketing campaign effectiveness.

Contains pre-built email templates for sending potential investors information. 13 reviewers of Irwin have provided feedback on this feature.

Based on 17 Irwin reviews. Automates the sending of potential investor communications.

Allows users to track and manage leads.

Manages sales force tasks, assigning tasks and distributing work.

Based on 16 Irwin reviews. Segments investors and potential investors by multiple factors.

Produces reports based on investor information and communications conducted in-app. This feature was mentioned in 19 Irwin reviews.

Based on 21 Irwin reviews. Analyzes investor communications and activity, creating data visualizations.

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Ability to break down and plan multi-step processes