Top 10 Proxymity Alternatives & Competitors

Top 10 Alternatives to Proxymity Recently Reviewed By G2 Community

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Orion Advisor Technology
By Orion Advisor Tech
4.4/5
(97)
Product Description
Orion’s fully integrated trading suite–including a tax-intelligent rebalancer, custom SMA optimizer, and robust model marketplace–empowers firms to personalize client portfolios while scaling back-office processes.
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Categories in common with Proxymity:
Investor Reporting

Irwin
By Platform Group Limited
4.5/5
(57)
Product Description
Irwin's full-service suite of IR tools allows you to make more informed data-led decisions, have more high-quality investor meetings, diversify your shareholder base, and lower your cost of capital. With Irwin, you can better manage your IR initiatives and empower your IR team. Our versatile product includes powerful investor targeting, the most comprehensive shareholder monitoring, an intuitive CRM (with built-in email and engagement tools), and timely research, estimates and transcripts.
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Categories in common with Proxymity:
Investor Reporting

Backstop Solutions Suite
By ION Analytics
4.7/5
(46)
Product Description
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
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Categories in common with Proxymity:
Investor Reporting
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Dynamo Software
By Dynamo Software
4.2/5
(32)
Product Description
Dynamo’s end-to-end, cloud-based platform is packed with the latest innovation and software designed to bring efficiency to every stage of the investment lifecycle. The platform offers a host of integrated software for CRM, deal and pipeline management, investor relations, portfolio analytics, and fund accounting. Built to support complex fund structures and multi-asset classes, Dynamo offers comprehensive configurability, advanced automation with AI and workflow along with deep integration capabilities.
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Categories in common with Proxymity:
Investor Reporting

Visible
By Visible.vc
4.7/5
(15)
Product Description
Visible for Companies gives companies the power to track, organize & share key performance data with investors, team members, and partners through beautiful dashboards and robust reports that combine numbers, visuals, and narrative to help tell a more effective story.
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Categories in common with Proxymity:
Investor Reporting

Dasseti ENGAGE
By Dasseti
3.8/5
(14)
Product Description
Dasseti ENGAGE is the AI-powered RFP and DDQ automation platform built for the investment management industry, helping IR and RFP teams respond faster, stay compliant, and deliver accurate, investor-ready answers with confidence.
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Categories in common with Proxymity:
Investor Reporting

Nasdaq IR Insight
By Nasdaq
4.3/5
(14)
Product Description
Uncover new insights with deeper interactive data visualization and analysis from Nasdaq's investor relations analytics solution.
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Categories in common with Proxymity:
Investor Reporting

Navatar
By Navatar
4.3/5
(5)
Product Description
Navatar Edge powers every step of the deal lifecycle from marketing to close, combining business development, client management, deal prep, buyer intelligence and deal room onto one integrated platform.
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Categories in common with Proxymity:
Investor Reporting

DFIN ArcPro
By DFIN (Donnelley Financial Solutions)
4.4/5
(4)
Product Description
Automate the process for creating and updating shareholder documents.Use your own desktop tools and get professional publishing output that’s clean, tagged and ready on time.
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Categories in common with Proxymity:
Investor Reporting

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