Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Revolutionary digital tools and solutions tailored for investor relations professionals. We transform your investor relations processes and enhance your daily IR activities with our cutting-edge products. The EQS IR COCKPIT stands out as the first-ever platform that unifies and streamlines investor information, contact management, disclosure duties, and news dissemination within a single interface. Designed specifically to elevate the efficiency of investor relations managers, EQS IR COCKPIT offers straightforward workflows, improved outcomes, and significant benefits for both you and your investors. Complying with mandatory publication standards has never been easier; our disclosure module simplifies and accelerates meeting your disclosure requirements. Broaden your reach with your financial announcements through EQS Newswire, a frontrunner in the distribution of corporate and press releases, ensuring worldwide accessibility in a simple, secure, and effective manner. Enjoy the convenience of uploading news simultaneously to your website, social media platforms, and stock charts, allowing for comprehensive communication across various channels. This all-in-one solution is designed to maximize your engagement with stakeholders, helping you maintain transparency and foster trust.

Description

FolioMetrics stands out as a premier provider of cutting-edge solutions tailored for investor relations and research management, with a reputation built on the trust of over 200 top hedge funds, private capital managers, and traditional investment firms worldwide. Their comprehensive product offering features a user-friendly CRM designed specifically for investor relations and marketing teams, as well as a secure, scalable client portal for effective information sharing with both investors and prospective clients. Moreover, they provide tools that streamline the creation of factsheets and various client reports, thereby significantly improving communication quality. Alongside these offerings, FolioMetrics includes compliance functionalities such as investor classification, defined approval workflows, and sophisticated reporting features, complemented by seamless integration with popular fund administrators to automate the management of client holdings and transactions. Their research management solution further enhances investment teams by centralizing research notes and documentation, thus promoting efficient collaboration and information access. This holistic approach not only boosts operational efficiency but also reinforces the commitment to delivering exceptional service to clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 
Microsoft Excel Yes 

Integrations

Microsoft 365 No 
Microsoft Excel No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

EQS Group

Founded

2000

Country

Germany

Website

www.eqs.com/en-us/ir-services/

Vendor Details

Company Name

FolioMetrics

Founded

2012

Country

United States

Website

www.foliometrics.co.uk

Product Features

Investor Relations

Automated Reporting No 
Compliance Management No 
Custom Emails / Newsletters No 
Data Centralization No 
Deal & Acquisition Management No 
Document Creation No 
Document Management No 
Electronic Signature No 
IR Website Builder No 
Investor CRM No 
Investor Transactions / Valuations No 

Product Features

Investor Relations

Automated Reporting No 
Compliance Management No 
Custom Emails / Newsletters No 
Data Centralization No 
Deal & Acquisition Management No 
Document Creation No 
Document Management No 
Electronic Signature No 
IR Website Builder No 
Investor CRM No 
Investor Transactions / Valuations No 

Alternatives

Alternatives

FundPanel Reviews

FundPanel

Aduro Advisors
B2i Reviews

B2i

B2i Technologies, Inc.
InvestorPortaLPro Reviews

InvestorPortaLPro

Investor Portal Pro
Backstop Reviews

Backstop

Backstop Solutions Group