--- title: Irwin Reviews meta_title: 'Irwin Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 57 reviews by the users' company size, role or industry to find out how Irwin works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 57 scale: '5' date_modified: '2026-08-07' parent_category: name: Investor Relations url: https://www.g2.com/categories/investor-relations --- # 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** of Irwin for effectively managing investor relations and campaigns. (1 reviews) **What users dislike:** - Users find the **limited accessibility** of contacts and screening options frustrating compared to other software. (1 reviews) - Users find the **limited data** with Irwin restricts their contact options and screening capabilities significantly. (1 reviews) ## Irwin Reviews ### 1. 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. ### 2. 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 ### 3. 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. ### 4. 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. ### 5. 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. ### 6. 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. ### 7. 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. ### 8. 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. ### 9. 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 ### 10. Good platform with great service **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.) **Reviewed Date:** September 16, 2021 **What do you like best about Irwin?** The service provided from Irwin has been great. Always quick to respond to support or questions. Also they have done a good job continueing to innovate. **What do you dislike about Irwin?** Would like to continue to see more innovation in this space on par with your every day analytics team. IR analytics are very basic. **What problems is Irwin solving and how is that benefiting you?** Finding historical data, tracking peers and competitors, and reporting. ## 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?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+12%3A26%3A08+-0500&secure%5Bsession_id%5D=d5c12992-84e9-402d-a1ae-76ddf2badabd&secure%5Btoken%5D=87777bfa3ea82a5544dd9ced3f1418dee96c0d7d634c4ee35a898c3e126388bb&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 - Marketing 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 - Activity Dashboard **Platform Performance** - Reporting **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Calendar Management - Template Management - Client Management - Workflow Management - Territory Management - Financial Management - Document Management **Agentic AI - Financial Research** - Multi-step Planning **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics - Email Management - Email Marketing **Agentic AI - Financial Analytics** - Proactive Assistance **Sales Force Automation** - Task Management - Contact Management **Agentic AI - Financial Services CRM** - Decision Making **Additional Functionality** - Search/Filter - Activity Tracking - Expense Tracking - CRM - Mobile Access - AI Copilot - Calendar Sync - Third-Party Integrations - Data Import/Export - Customizable Reports - Customizable Fields - Lead Capture - Relationship Tracking - Collaboration Tools - Alerts/Notifications - Email Templates - Generative AI - Customer Database - Task Scheduling - Reporting & Statistics - API - Team Assignments - Drag & Drop - Access Controls/Permissions - For Financial Institutions - Interaction Tracking - Sales Reports ## Top Irwin Alternatives - [AlphaSense](https://www.g2.com/products/alphasense/reviews) - 4.6/5.0 (331 reviews) - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) - 4.1/5.0 (426 reviews) - [Maximizer](https://www.g2.com/products/maximizer/reviews) - 4.0/5.0 (642 reviews)