# 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. ## 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/irwin-review-6550306?section=pricing&secure%5Bexpires_at%5D=2026-05-14+13%3A01%3A02+-0500&secure%5Bsession_id%5D=85ca6b90-9df8-4b79-8b30-9da1860d6037&secure%5Btoken%5D=785375d7cbe6e5c0d66c415aa3f67d271d6bb9133920579db4b13c73b8b893b3&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)