# Irwin Reviews **Vendor:** Platform Group Limited **Category:** [Investor Relationship Management Software](https://www.g2.com/categories/investor-relationship-management) **Average Rating:** 4.5/5.0 **Total Reviews:** 57 ## About 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. ## Irwin Pros & Cons **What users like:** - Users value the **customization options** for effectively managing Investor relations and campaigns with Irwin. (1 reviews) **What users dislike:** - Users find the **limited accessibility** of contacts and screening options frustrating compared to other software solutions. (1 reviews) - Users find the **limited data** of Irwin affects their ability to access comprehensive contacts and screening options. (1 reviews) ## Irwin Reviews ### 1. Great platform but needs more data **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Irwin?** That it’s customized to manage Investor relations and campaigns. **What do you dislike about Irwin?** The number of available contacts is quite limited, and the screening options are much more restricted compared to other software. **What problems is Irwin solving and how is that benefiting you?** Managing campaigns after participation and seeking out new investors. ### 2. Irwin is one of the only software available for corporates to manage Investor Relations. **Rating:** 4.5/5.0 stars **Reviewed by:** Saumya C. | Financial Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** November 05, 2022 **What do you like best about Irwin?** Irwin has been helpful in managing investor activities and targeting new investors. Getting to know research reports, holders, especially buyers, sellers and movers of both my organization and my peers is one of the best things of Irwin. **What do you dislike about Irwin?** There are some features of Irwin that my organization being in India cannot use. This is something that I understand but dislike. I would want them to expand in these features. **What problems is Irwin solving and how is that benefiting you?** Mulltiple problems are being solves. One of them is managing activities and flagging our work to the management. which is now much easier. Also, to contact investors, we easily get their profile and email so we can send them a message if required. ### 3. Very organized platform that has a lot of features for issuers and investors. **Rating:** 4.5/5.0 stars **Reviewed by:** Jay R. | Capital Markets Advisory, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Irwin?** I like that Irwin constantly updates their database and finds new information associated with profiles, companies, and other aspects. This makes it easier for users to access further information. **What do you dislike about Irwin?** One downside of Irwin is within the money flows section, as I feel there could be added features to enhance users' experience. Allowing users' current location to show on the platform should easily lead them to see what is around them! **What problems is Irwin solving and how is that benefiting you?** Irwin is solving the time management problem for users since the platform is fast and has a lot of information. Instead of going to three to four sites to locate information, Irwin has it within their platform. ### 4. Wonderful Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Christine P. | Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2022 **What do you like best about Irwin?** The IRWIN platform is easy to use and contains abundant relevant information. It is easy to expert to excel, to create pivot tables and much more. love its simplicity **What do you dislike about Irwin?** The way we use outlook calendar integration is not helpful. This is a specific issue for our company, it would be nice when creating an activity if it was blank. **What problems is Irwin solving and how is that benefiting you?** They are a CRM database that helps us identify the potential of the companies we consult with. The nature of our business is such that the activity reports help ensure we are within all legal and ethical guidelines. ### 5. Very responsive and helpful team **Rating:** 4.5/5.0 stars **Reviewed by:** Munira K. | Research Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2022 **What do you like best about Irwin?** The quick turnaround for questions asked, training requests, and feedback for product change suggestions. My experience with the Irwin team has been filled with patience. I would recommend this platform to those eager to learn about the industry. **What do you dislike about Irwin?** The platform is still evolving in the function and user experience realms. Those who aren't tech-savvy may be frustrated with the changes. Thus far, the updates are making the IRM experience easier to navigate - in my experience **What problems is Irwin solving and how is that benefiting you?** Keeping track of all interactions and then turning those into visual analytics to use with clients - versus making them from scratch. Being able to pull relevant data to my specific industry quickly for research makes use of my finite time versus finding information manually. Irwin allows me to work smarter. ### 6. A great tool for all industries! **Rating:** 4.5/5.0 stars **Reviewed by:** Shannon A. | Head of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Irwin?** Irwin have a great customer support network. They reach out with updates, regular training and suggestions to improve your experience, customized to your company. **What do you dislike about Irwin?** It would be great if the platform integrated with our CRM; Insightly. Other than that, we have not found any flaws in the Irwin platform so far. It has been a great resource to our team. **What problems is Irwin solving and how is that benefiting you?** We were commonly running across old contact information that were leading us to dead ends. Irwin is great at updating information frequently to provide the most up-to-date and accurate information. ### 7. Great customer service, and the only meaningful CRM for IR **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan Z. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 02, 2022 **What do you like best about Irwin?** Integration with our existing email and calendar applications makes for an integrated CRM offering. **What do you dislike about Irwin?** To date, the only complaint would be that their North American location makes for a slight delay in responding to Asian customers. But even at that, the customer service has been very proactive. **What problems is Irwin solving and how is that benefiting you?** Allows us complete access to the investor/shareholder data services within our existing workflows, meaning we are more readily aware of the historical background and shareholding activity in the appropriate context. ### 8. Irwin helped in targeting right set of investors **Rating:** 4.5/5.0 stars **Reviewed by:** Ravish C. | Senior Manager - Investor Relations, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2022 **What do you like best about Irwin?** Irwin helped in identifying the shareholders in peer group which resulted in targeting right set of investors. Further, before meeting any investor we can see its investing style and holdings which make us more prepared. **What do you dislike about Irwin?** Live ticker not available not in India, further advanced features like block deal feature is not available in India. **What problems is Irwin solving and how is that benefiting you?** It helped in targeting right set of investors. Helped understanding buy/sell movement of Investors. ### 9. I love Irwin **Rating:** 3.5/5.0 stars **Reviewed by:** Aaren T. | Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Irwin?** Irwin is a great contact management tool; I can keep up with contacts and stock info from each company without using multiple platforms. **What do you dislike about Irwin?** I dislike the new drop-down menu. It doesn't allow for the same editing style as it did previously. **What problems is Irwin solving and how is that benefiting you?** Every time I have an issue. Irwin quickly responds and offers to set up a zoom call to fix the problem, and I appreciate this. ### 10. Great IRM platform **Rating:** 4.5/5.0 stars **Reviewed by:** Jasmine S. | VP Corporate Communications, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Irwin?** The Account managers are always available to help and to input your data - saves time and they help you make the best of the platform. **What do you dislike about Irwin?** It would be great if email campaigns could attach PDFS - this is a downfall of the platform. **What problems is Irwin solving and how is that benefiting you?** Adding tags to old data. ### 11. Transparency into who is active in your stock **Rating:** 4.0/5.0 stars **Reviewed by:** Jordan R. | Chief Investment Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** September 21, 2021 **What do you like best about Irwin?** Being able to "slice and dice" the daily / historical trading of the stock and identifying top investor targets **What do you dislike about Irwin?** Unless the shareholder is required to report, it is difficult to get deep insights **Recommendations to others considering Irwin:** The more institutional ownership the issuer has, allows for greater insight and analytics that can be done **What problems is Irwin solving and how is that benefiting you?** Targeted investor marketing by using the "suggested investors" and drilling into their holdings/contacts ### 12. Great, thorough experience **Rating:** 5.0/5.0 stars **Reviewed by:** Lorraine C. | Executive Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Irwin?** How quickly the staff respond to queries or requested changes. Also, training was very thorough. **What do you dislike about Irwin?** Didnt get an email notifying when the NOBO list was updated and had to follow up a couple times. **What problems is Irwin solving and how is that benefiting you?** Irwin is keeping our investor database organized ### 13. User friendly, customizable, and the best customer support team **Rating:** 5.0/5.0 stars **Reviewed by:** Juliane S. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2021 **What do you like best about Irwin?** The system is intuitive. Gained back hours in my month because I no longer have to waste time hunting and pecking trying to find something. The ability to customize your experience by choosing what you see on pages and in what order is incredibly helpful - we each have different ideas on what is important. And the TEAM! **What do you dislike about Irwin?** I have not found anything to dislike yet. **Recommendations to others considering Irwin:** If you're tired of wasting time on an IRM and targeting platform that doesn't deliver useful and actionable results, and you want a user experience similar to your consumer experiences, Irwin is the place to be! Plus, everyone at Irwin is just so nice! **What problems is Irwin solving and how is that benefiting you?** More user-friendly CRM and investor targeting platform. I'm using this platform significantly more often than my previous platform vendor. Also love that we can pull in NOBOs on a regular basis. Helps to understand who really is in the stock, given positions may be spread across multiple accounts. ### 14. Loaded with information. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2022 **What do you like best about Irwin?** The pre-made graphs on the reports tab. I use them in my PowerPoints to my clients. **What do you dislike about Irwin?** I would like to upload large Excel lists of activities rather than entering them in one at a time. **What problems is Irwin solving and how is that benefiting you?** So easy to input single events that I can just do them as they come up during the day. ### 15. Best CRM for IR **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mining & Metals | Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2022 **What do you like best about Irwin?** The platform is very easy to use, the customer service is top notch and the platform evolves and advances each month. **What do you dislike about Irwin?** I wish that the platform could be used without being connected to the internet. **What problems is Irwin solving and how is that benefiting you?** Creating creative ways to target potential investors. Constantly updating the platform with new contacts. Relieving me of timely administrative duties. ### 16. Good Value **Rating:** 4.5/5.0 stars **Reviewed by:** Richard L. | Investor Relations, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Irwin?** The ability to see upto date investor information in peer group companies to enable targeting. **What do you dislike about Irwin?** Not the most user-friendly interface, and the notes are not something I found more useful than keeping an excel doc on client interactions. **What problems is Irwin solving and how is that benefiting you?** Finding investor contact information for companies in the peer group of the ones I am looking at. ### 17. Irwin - Data Driven Prospecting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Irwin?** It gives you highly targeted data-driven leads and ranks them. **What do you dislike about Irwin?** The comparison feature is limited. Irwin should allow you to see shareholders of your peer groups. **What problems is Irwin solving and how is that benefiting you?** It's giving me insights into prospects I wouldn't usually have access to. ### 18. A great way to get organized with investor communication! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Mid-Market (51-1000 emp.) **Reviewed Date:** May 06, 2022 **What do you like best about Irwin?** The support I get from Irwin Assistant! For example, being able to upload investor files from a raw format - makes my job easier and also makes it more likely that I will use Irwin. **What do you dislike about Irwin?** The interface should allow broad search and not by category. This means I have to search for the same company or name in multiple categories before I can see all of the interactions that I've had with this investor. **Recommendations to others considering Irwin:** Get the training early! It's a powerful tool if you know how to use it. **What problems is Irwin solving and how is that benefiting you?** Better segmentation of our investor base so we can organize our communication more effectively with them. E.g. giving attention to the ones that need it most and recognizing general communication preferences or likelihood of investment. ### 19. Great software and insights, but expensive for solo IR professionals/consultants **Rating:** 4.5/5.0 stars **Reviewed by:** Matt R. | founder, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2022 **What do you like best about Irwin?** The platform has a lot of features but is surprisingly easy to get the hang of the layout and use the features. Really like the targeting aspect. **What do you dislike about Irwin?** The cost is pretty hefty for a solo IR consultant. Seems there should be a tiered pricing system where larger IR firms pay higher prices vs. smaller and solo. **What problems is Irwin solving and how is that benefiting you?** The targeting aspect is a big one. Unfortunately, the overall market conditions have been a hindrance to outreach engagement, but nothing anyone can control. ### 20. It works, it's good. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Irwin?** i use it for contact information, some fill-in information about funds, and ownership. **What do you dislike about Irwin?** the drop downs at the top were confusing at first, but i think i get around well enough on it now. **What problems is Irwin solving and how is that benefiting you?** getting a standardized formatted contact detail report for individuals I set up or approve meetings with that I can send straight to clients is benefitting me. ### 21. Irwin is great! **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer K. Z. | International Speaker | Moderator | Panelist, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2022 **What do you like best about Irwin?** Customer service and how responsive the team is when I have questions. They also go out of their way to make sure I have information handed to me in on a silver platter. **What do you dislike about Irwin?** Some of the features are still new/being developed. **Recommendations to others considering Irwin:** Some other ways to compile information. Cities searches should be metropolitan areas - not just one city. **What problems is Irwin solving and how is that benefiting you?** Investor identification - you can actually see how likely an investor will be to look at an investment opportunity. ### 22. Effective, Efficient, Comprehensive **Rating:** 5.0/5.0 stars **Reviewed by:** Matt K. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2022 **What do you like best about Irwin?** Irwing provides a fast, effective data resource to understand who owns the stock and who we should be targeting for the future. The lookup and peer targeting tools are well done, providing clear, accurate results to guide our IR program. **What do you dislike about Irwin?** An integrated email client is the only thing Irwin could use to be even better, enabling larger email distributions from within the platform. **What problems is Irwin solving and how is that benefiting you?** Irwin has improved our targeting ability to identify the right funds and professional to speak to about our equity. We have expanded our targeting universe and improved the quality of those targets, leading to a better institutional ownership in the stock. ### 23. The team is very helpful in educating us how to most effectively use the platform **Rating:** 5.0/5.0 stars **Reviewed by:** Colleen M. | Investor Relations, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2022 **What do you like best about Irwin?** Having the industry insight of our peer group so we can better target potential institutions. **What do you dislike about Irwin?** I haven't had any issues thus far. I look forward to the platform continuing to grow and adding information. **Recommendations to others considering Irwin:** It is a great tool that gives you the industry insight to save you time and resources when targeting potential clients and investors. **What problems is Irwin solving and how is that benefiting you?** Saving time contacting more qualified leads ### 24. Great platform and customer service! Plus the new calendar integration is great!! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Biotechnology | Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Irwin?** Upsides are being able to track meetings so easily and efficiently **What do you dislike about Irwin?** Downsides are I wish you could add an admin/another user to an account **What problems is Irwin solving and how is that benefiting you?** Reminders for meeting follow ups are key, it helps us track our progress and takes work off our plates. ### 25. Great IRM with effective targeting tools **Rating:** 4.0/5.0 stars **Reviewed by:** Shaun H. | Chief Financial Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** September 14, 2021 **What do you like best about Irwin?** Irwin is great at tracking meetings, and they help set everything up, providing significant time savings. Next is the filtering of potential investors based on our peers and industry, very effective and very accurate from what I can see. They are also great at doing updates based on the info you provide, so it is a live database. The reporting is good, but needs some improvement for those companies also getting the additional NOBO reporting. The interface is pretty easy to navigate when inputting information. **What do you dislike about Irwin?** Mainly having to click through to find where my notes are from meetings. I should be able to access them not just from the person but also from the company. It would save me a bit of time in finding the history if all the options were available at both levels. The reporting needs a bit of work in terms of the details I can get, as mentioned above. **Recommendations to others considering Irwin:** I would recommend making sure you have all the relevant input into Irwin and keep it very up to date to make the most out of it. Review your peer groupings regularly and think about sector and region. **What problems is Irwin solving and how is that benefiting you?** Mainly keeping track of who we have met and their interest levels in the company. It has been great for follow up, but I need to use the communications component better though. ### 26. Excellent investor meeting prep and reporting tool **Rating:** 4.5/5.0 stars **Reviewed by:** Stefano M. | Director, Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** September 15, 2021 **What do you like best about Irwin?** We tend to use the meeting preparation tool the most - ability to pull investor profiles, fund holdings and track meetings. We also really like the holding movement features and the quarterly reporting functionality. **What do you dislike about Irwin?** USD reporting is our biggest dislike given we're a Canadian operator. **Recommendations to others considering Irwin:** Understand your organizational needs. Irwin's support team is very helpful at finding solutions within their software or taking comments back to make future changes to the platform. It feels very much like a working relationship, so the more you understand about what your organization needs, the more help Irwin can provide. **What problems is Irwin solving and how is that benefiting you?** Touched on above, but the ability to track our meetings in a very efficient and organized way has been very helpful. It's also very helpful to see our peer ownerships and target questions during investor meetings to better understand why certain funds may hold larger positions in our peers than us, etc. ### 27. Using Irwin has been a big win for me and allows me to perform at a higher level **Rating:** 5.0/5.0 stars **Reviewed by:** Todd S. | SVP Investor Relations & Treasurer, Enterprise (> 1000 emp.) **Reviewed Date:** September 14, 2021 **What do you like best about Irwin?** Irwin makes my job easier by combining investor research and my IRM within a straightforward tool. The Irwin team has been very responsive when I have questions, and they have been proactive in showing me new features as they are developed. They genuinely listen to user feedback and regularly add updates and features to meet the needs of users. **What do you dislike about Irwin?** In some instances, navigation for specific tasks may not be entirely intuitive, but often this is overcome with more use of the tool. I have been a user for a few years and have seen improvements in this during that time. **What problems is Irwin solving and how is that benefiting you?** I use Irwin regularly to research investors, and it saves me a lot of time. I no longer need to find investors in my calendar or email or go through spreadsheets to determine their position in our stock, it's all one place within Irwin. ### 28. Great CRM, Targeting tool at an affordable price **Rating:** 5.0/5.0 stars **Reviewed by:** Michael M. | Vice President, Investor Relations, Enterprise (> 1000 emp.) **Reviewed Date:** September 16, 2021 **What do you like best about Irwin?** Dashboard, Suggested investors with the fit score. As well as the ability to track investors and tag with events or occurrences. Most of all the organization of NOBO lists into a meaningful format. **What do you dislike about Irwin?** More custom reporting would be better for monthly reports to management. **Recommendations to others considering Irwin:** Don't waste your time in excel spreadsheets to track activities and outlook for all your contacts and cards. IRWIN has you covered with much more including suggested investors, loads of investor contacts, peer comparisons, and information. Not to mention the ability to make sense of NOBO lists and shareholder analyst tracking. The time you save more than covers the cost of the product. **What problems is Irwin solving and how is that benefiting you?** Keeping better track of shareholders and those whom we have met. Finding new targeted opportunities that have all the contact info to reach out ### 29. Irwin: a corporate access one stop shop **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2021 **What do you like best about Irwin?** The Irwin platform is set up as a one-stop-shop between building schedules, looking up investor profiles and sending/tracking client communication. Love that the itinerary schedule builder can automatically output investor profiles based on the meetings entered. It saves us a step! Our sales team has used Irwin as a way to identify buyside leads for our mining-focused corporate clients. The investor profile output option is great in that you can choose to include or exclude your team notes and activity logs. We have been continuously seeing new product updates from Irwin based on our feedback. **What do you dislike about Irwin?** Itinerary builder needs to allow for different time zones and allocate areas for feedback or post-meeting notes vs. pre-meeting notes. Would be helpful if the itinerary builder could output schedules in word or excel in order to have editing capabilities. **What problems is Irwin solving and how is that benefiting you?** I am currently working with Irwin to identify what should be considered as first and second level priorities in the updates for the itinerary/schedule builder. Also working with the development team to identify what needs to be captured on the backend of itinerary schedules from a reporting standpoint. ### 30. Don't know what I'd do without it! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** September 14, 2021 **What do you like best about Irwin?** It's just so easy to use. We can find out who our large shareholders are, how they're buying or selling stock, and who could be a potential shareholder of our in the future. Managing the conversations we have with investors is also such a strong point, as its easier to keep things going as employees come and go. **What do you dislike about Irwin?** None. The team at IRWIN consistently ping us with new features that we didn't think we would need, but then can't live without. They do a great job of walking our team through new developments and features. **What problems is Irwin solving and how is that benefiting you?** As a small-mid cap public company, we face the difficult task of managing shareholders, whether they be ETFs, institutional investors or large HNWs. Finding out who your main investors are, how they've trended in terms of buying/selling, and how to create an outreach program is always top of mind, especially in a volatile market. ### 31. Best Investor Relations Solution **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mining & Metals | Small-Business (50 or fewer emp.) **Reviewed Date:** September 14, 2021 **What do you like best about Irwin?** Irwin is a pre-populated CRM/IRM with robust filters to hyper-target current and prospective investors. **What do you dislike about Irwin?** Would be great to be able to do "DRIP" campaigns through IRWIN. That would be helpful. **Recommendations to others considering Irwin:** Get a demo! You'll be blown away by how powerful it is. **What problems is Irwin solving and how is that benefiting you?** You can hyper-target investors based on their investment criteria and historical investments. It removes the blindfold. ### 32. Very effective at managing network and identifying new targets **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mining & Metals | Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2021 **What do you like best about Irwin?** Intuitive for users and fairly easy to get ramped up without a lot of onboarding, identification of targets is a unqiue feature as well as prospecting of new targets **What do you dislike about Irwin?** Not always clear how rankings work and where AUM is pulled from. Would be great to have more discrete AUM for funds within larger fund companies and a way to utilize notes better **Recommendations to others considering Irwin:** Iriwn is a very strong tool in any investor relations program. Not only does it allow for well designed and organized contact management, the extensive database of investors is a valuable resource to help target new pools of capital. **What problems is Irwin solving and how is that benefiting you?** Better organization and management of investor database and targeting of new investors are the new primary goals. Have begun to realize both in small ways but require more investment from our side in cleaning up and presenting unified approach to contact management ### 33. Irwin is a fantastic platform **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew S. | Principal and Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** September 14, 2021 **What do you like best about Irwin?** I am a big fan of the Dashboard. It has all relevant information needed on a daily basis. It saves me time going from site to site. **What do you dislike about Irwin?** So far, I just don't like that when it populates SEC filings, it doesn't say which issuer it is from. Addiontlaly, when sensing a larger email blast I like to keep it personalized. That can be done through Outlook, but takes time. Larger blasts are fed through MailChimp. **Recommendations to others considering Irwin:** I would recommend signing up, period. I'v used other platforms out there and this is the best. **What problems is Irwin solving and how is that benefiting you?** I no longer need to search different sites for news, trading and SEC filings. ### 34. Mark and Jenny have been extremely responsive and supportive in ensuring IRWIN met my needs. **Rating:** 5.0/5.0 stars **Reviewed by:** Daniela T. | Investor Relations Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** September 16, 2021 **What do you like best about Irwin?** It has been the CRM and email distribution and tracking, allowing us to track our IR activity with each contact and distribute our Investor Newsletters to seelct contacts. **What do you dislike about Irwin?** The email formatting has been very clunky and I am looking forward to being able to build our Newsletters in HTML format. **What problems is Irwin solving and how is that benefiting you?** We are maintaining our contacts in one database, tracking all of our IR activity effortlessly, and distributing our investor email newsletter within the platform. The benefits have been a more efficient use of my time, additional IR marketing ability through the distribution of an email Investor Newsletter, and access to new potential investors. ### 35. Very useful platform with an amazing support team. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mining & Metals | Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2021 **What do you like best about Irwin?** Irwin is an excellent platform that balances intelligence and organization to help us most efficiently maintain relationships, identify new opportunities and track our efforts. It is a simple, user-friendly, and yet still a very capable platform with a great depth of information and functions. I always feel supported by the team at Irwin and that they genuinely want to make my life easier through the capabilities of the platform. The addition of the Irwin Mobile App ensures that I always have the information that I need at my fingertips. **What do you dislike about Irwin?** Like any platform, Irwin has it's limitations but they have always been very welcoming to my feedback and it is clear they value growth and are open to continuing to develop to make the user experience as efficient and rewarding as possible. **What problems is Irwin solving and how is that benefiting you?** Iwin is helping us organize our investor relations ### 36. Irwin provides critical investor data and is a friendly platform for IR consultants. **Rating:** 4.5/5.0 stars **Reviewed by:** Robin M. | Investor Relations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 13, 2021 **What do you like best about Irwin?** Responsive support team and an intuitive interface. **What do you dislike about Irwin?** Three thoughts, all minor: 1) Could do with a little more sorting and filtering functionality, eg. in the targeting results screen. 2) Also would prefer to not have to specify a location when doing targeting searches (ideal if worldwide was an option). 3) It's not always easy to determine which Portfolio Manager is associated with which fund. Tends to be an iterative process to figure it out. **What problems is Irwin solving and how is that benefiting you?** Using Irwin to build insights into the geographic mix of our peers' shareholders. ### 37. Irwin is very functional and intuitive. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Chemicals | Enterprise (> 1000 emp.) **Reviewed Date:** January 13, 2022 **What do you like best about Irwin?** It is straightforward to get started; after only a few minutes of 'clicking' around, I learned the platform. **What do you dislike about Irwin?** It would be helpful to have more data come in at real time. Additionally, since we use Factset with our organization, there is a some overlap of information **What problems is Irwin solving and how is that benefiting you?** Irwin is helping my team ease the communication between one another for all IR-related tasks/requirements. ### 38. Easy! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Mining & Metals | Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2021 **What do you like best about Irwin?** The ease in getting started and the friendly support. **What do you dislike about Irwin?** I think it was situational, but the transition between staff was not as seamless as preferred as one upload didn't get in properly. Luckily, the issue was addressed in a timely manner fast. **What problems is Irwin solving and how is that benefiting you?** A central database is beyond helpful! The Irwin assistant and availability of our account person is super helpful ### 39. Its been a valuable easy to use IR tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Electronics | Mid-Market (51-1000 emp.) **Reviewed Date:** May 06, 2022 **What do you like best about Irwin?** I like how wasy it is to use, the search option works really well. **What do you dislike about Irwin?** Login seems clunky and I constantly have to change passwords **What problems is Irwin solving and how is that benefiting you?** Investor management can be time consuming and I often forget about notes. ### 40. Irwin - user friendly and a solution for all our IR needs **Rating:** 5.0/5.0 stars **Reviewed by:** Sandy N. | Director, Investor Relations, Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2021 **What do you like best about Irwin?** The platform is very intuitive. The support team is an extension of my team as they will enter events and other data into our system, allowing me extra time to focus on strategy. **What do you dislike about Irwin?** Off the top of my head, I can not think of any items. All feedback we have provided has been incorporated into the system. **What problems is Irwin solving and how is that benefiting you?** We are actively tracking our investor engagement and use this data to focus on targetting future meetings. ### 41. Software was very easy to learn and use **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 14, 2021 **What do you like best about Irwin?** Most helpful is the software's ability to keep track of IR activity and contacts in an easy-to-access method. **What do you dislike about Irwin?** Dislike how we need to email our investor meetings to the Irwin staff to update the software. It would be easier to put in an excel file somehow, and the software could automatically update with the information. **Recommendations to others considering Irwin:** Great for IR uses like managing contacts, IR activity, and meetings. Overall helps you stay organized and on top of things. **What problems is Irwin solving and how is that benefiting you?** Problems include keeping track of contacts and other IR activity, looking up research estimates, compiling a list of potential high-quality investors. Benefits include being more organized and more efficient. ### 42. Beginner Irwin User **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2021 **What do you like best about Irwin?** We are currently using Irwin OutReach to have assistance in finding the correct investors for us. We also very much like the suggested investor's tab. **What do you dislike about Irwin?** We would like to see the report activities a bit more user-friendly. I find it a bit difficult to navigate at this moment in time. **What problems is Irwin solving and how is that benefiting you?** I would need to jump into Irwin a bit more to realize the benefits of the workspace. But having someone work on your end for our investor relations outreach will greatly benefit us in the long run. ### 43. Happy with fast, efficient and friendly service **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Mining & Metals | Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2021 **What do you like best about Irwin?** Pretty intuitive system to use. clean format. fast responses to my questions/queries. friendly staff **What do you dislike about Irwin?** when tying in a peer company name, you get the corporate page of the company with share price and holders (which is good) but not the personnel of the company who are on a separate page for the company as if it was an investor. would be good to have all that information under the one company page. **What problems is Irwin solving and how is that benefiting you?** looking for potential investors. finding the history of fund mangers' holdings in peer companies ### 44. A good, growing product with a responsive support team. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Small-Business (50 or fewer emp.) **Reviewed Date:** September 14, 2021 **What do you like best about Irwin?** There is a robust offering of capabilities that are intuitive and truly helpful for the execution of my job. I'm fairly new to the platform but I am impressed with what's under the hood already and look forward to Irwin becoming better with every iteration. **What do you dislike about Irwin?** No major complaints. As with all newer SaaS, there is always room for refinement. There are some low-hanging standard "CRM" features that aren't yet available (though it's apparent that they are continuing to implement changes). **What problems is Irwin solving and how is that benefiting you?** I am establishing a system that allows me to have all the information, tasks, and research related to my IR role in one place. I look forward to leveraging all of this to be more effective. ### 45. Very happy with price point and service, though there are some limitations **Rating:** 3.5/5.0 stars **Reviewed by:** Daniel W. | Director, Capital Markets, Small-Business (50 or fewer emp.) **Reviewed Date:** September 14, 2021 **What do you like best about Irwin?** Clean layout, shareholder information great and current **What do you dislike about Irwin?** Certain basic functionality is missing. No market cap, no 'news' updates on watchscreen, which Factset offers. This would be helpful **What problems is Irwin solving and how is that benefiting you?** Able to track shareholders, brokers and look at stock performance ### 46. Great IRM system **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mining & Metals | Small-Business (50 or fewer emp.) **Reviewed Date:** September 13, 2021 **What do you like best about Irwin?** Not only does Irwin's system streamline my IR activities, but the team is proactive in updating on new features and optional add ons. **What do you dislike about Irwin?** No complaints- very happy to see an app was just created. **What problems is Irwin solving and how is that benefiting you?** Time managment- the time freed up by entering IR details into clunky software or excel spreadsheets. The ability to source new investors digitally. ### 47. Very impressed with the responsiveness and willingness to execute on suggestions **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Capital Markets | Mid-Market (51-1000 emp.) **Reviewed Date:** September 15, 2021 **What do you like best about Irwin?** Organizing and categorization of meetings with people and firms. Tracking of ownership. Tracking of broker trading. Sourcing of new potential investors with appropriate screens Ease and ability to upload data **What do you dislike about Irwin?** Could be more "push" funcationality or options for this **What problems is Irwin solving and how is that benefiting you?** Organizing all the data in one location with cross reference Not having to use 3rd party brokers for trading data - can watch in real time Creating appropriate cold calling lists without a lot of time and effort Performance tracking in a relative return chart Time - not having to upload the data myself ### 48. Vincic Advisors Irwin Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Mining & Metals | Small-Business (50 or fewer emp.) **Reviewed Date:** September 24, 2021 **What do you like best about Irwin?** The ease of use and functionality which is very user-friendly. **What do you dislike about Irwin?** The product is still evolving but I like the fact the Irwin team is open to suggestions. **What problems is Irwin solving and how is that benefiting you?** The tool allows us to provide reports and market intelligence to our clients ### 49. Thank you Irwin **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mining & Metals | Small-Business (50 or fewer emp.) **Reviewed Date:** September 14, 2021 **What do you like best about Irwin?** Irwin is effective, easy to you and the staff are a great help **What do you dislike about Irwin?** The data entry of new leads could be faster **What problems is Irwin solving and how is that benefiting you?** They have greatly helped us organize our shareholder and potential shareholder lists as well as generated new leads for us. ### 50. The customer support and interface are very good - some data to lacks ease of use for downloading **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Capital Markets | Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2021 **What do you like best about Irwin?** Charting - very easy to use and to transfer to an excel file **What do you dislike about Irwin?** Lack of exportability for certain items (broker volume), lack of OTC data available **What problems is Irwin solving and how is that benefiting you?** Trading reports, investor targetting, itinerary development, broker trading ## Irwin Discussions - [What is Irwin used for?](https://www.g2.com/discussions/what-is-irwin-used-for) - [Email Distribution Tips](https://www.g2.com/discussions/email-distribution-tips) - 1 upvote - [View Irwin pricing details and edition comparison](https://www.g2.com/products/irwin/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+04%3A50%3A16+-0500&secure%5Bsession_id%5D=51b1c229-58cd-4119-a209-4c7734cf4c62&secure%5Btoken%5D=4b28bd96f192a308b00aff8c1eb75152992867ba1a3dc94a4dacb8e01ad720b2&format=llm_user) ## Irwin Features **Financial Information** - Data Visualization - Document Search **Platform Additional Functionality** - Dashboard - Cloud **Platform Additional Functionality** - Portal **Sales Force Automation** - Segmenting **Analysis** - Financial Analysis - Charting - Risk Analysis - Collaboration **Platform Content** - Automation - Content Library **Content** - Automation **Platform Data** - Report Manipulation - Platform Search **Platform Analytics** - Reports - Analytics **Market News** - Alerts and Monitoring - Market Information - Market News **Platform Data** - Visualization **Platform Content** - Email Templates - Email Automation - Custom Reports - Alerts **Marketing Automation** - Email Templates - Email Automation - Lead Management **Platform Basics** - Mobility - Interoperability **Platform Additional Functionality** - Pre-Built Connectors - Dashboard - Cloud - Mobility - Messaging **Platform Performance** - Reporting **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Case Management - Customer Support Portal - Knowledge Base **Agentic AI - Financial Research** - Multi-step Planning **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics **Agentic AI - Financial Analytics** - Proactive Assistance **Sales Force Automation** - Task Management **Agentic AI - Financial Services CRM** - Decision Making ## Top Irwin Alternatives - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) - 4.0/5.0 (407 reviews) - [Maximizer](https://www.g2.com/products/maximizer/reviews) - 4.0/5.0 (643 reviews) - [Crunchbase](https://www.g2.com/products/crunchbase/reviews) - 4.4/5.0 (399 reviews)