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features
design
support

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Write a Review

Description

Replace your fragmented systems with the AI-enabled IR Ops Platform, a unified system that allows you to attract investors, manage relationships, and keep your finger on market pulse. Be smarter and more efficient. Elevate IR to your company's competitive advantage. Only Q4 can work across all critical touchpoints between public companies and capital markets. From building your website, virtual events and elevating the way you engage with markets to transforming data to a proactive targeting approach. The Q4 Platform allows public companies of all sizes and industries to launch and measure an investor relations strategy. Platforms allow you to aggregate all the data generated by your investors and combine it with shareholder analytics. This will give you insights that can be used to create a communication strategy that investors value, while also identifying and prioritizing shareholders who matter.

Description

Provide your investors with an elegant, contemporary, and tailored perspective of their portfolio that enhances their experience. Enable them to monitor their investments, forecasts, and returns all in one convenient location. They can easily delve into the specifics of each investment as needed. Keep your investors informed whether they're on the move or relaxing at home. Our platform is meticulously crafted for real estate investment companies, ensuring it caters to the unique requirements of your firm. Take charge and streamline your internal workflows to boost productivity and minimize mistakes. Consolidate your contacts, entities, ownership details, distributions, and tax information into one accessible hub for your entire team. With our robust marketing automation capabilities, Sensr Portal integrates seamlessly with your current marketing assets and website, enhancing the funding process. Generate instant landing pages and gather valuable insights into prospect interest and engagement, allowing you to fine-tune your outreach strategies effectively. By utilizing these tools, your firm can significantly enhance its operational efficiency while providing an exceptional experience for investors.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ActiveCampaign No 
Agile CRM No 
Asana No 
Copper No 
Docusign No 
Google Contacts No 
Google Forms No 
Google Tasks No 
Highrise No 
HubSpot CRM No 
HubSpot Customer Platform No 
Jotform No 
Kommo No 
LionDesk No 
Microsoft Excel No 
Pipedrive No 
Podio No 
Salesforce No 
Streak No 
Zoho CRM No 

Integrations

ActiveCampaign Yes 
Agile CRM Yes 
Asana Yes 
Copper Yes 
Docusign Yes 
Google Contacts Yes 
Google Forms Yes 
Google Tasks Yes 
Highrise Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Jotform Yes 
Kommo Yes 
LionDesk Yes 
Microsoft Excel Yes 
Pipedrive Yes 
Podio Yes 
Salesforce Yes 
Streak Yes 
Zoho CRM Yes 

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Q4

Founded

2005

Country

Canada

Website

www.q4inc.com

Vendor Details

Company Name

Sensr Portal

Founded

2015

Country

Canada

Website

www.sensrsolutions.com

Product Features

Financial CRM

Account Alerts No 
Asset Management Yes 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management No 

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management Yes 
Commodities Yes 
Compliance Reporting No 
Data Import / Export Yes 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management No 
Risk Management No 

Investor Relations

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

Video Conferencing

Electronic Hand Raising Yes 
Mobile Access Yes 
On-Demand Webcasting Yes 
Presentation Streaming Yes 
Presentation Tools Yes 
Private Chat Yes 
Real-Time Chat Yes 
Record & Playback Ability Yes 
Screen Sharing Yes 
Two-Way Audio & Video Yes 
Video Conferencing Yes 
Whiteboard Yes 

Virtual Event Platforms

Alerts/Notifications Yes 
Attendee Management Yes 
Customizable Branding No 
Event Management Yes 
File Sharing No 
Lead Capture No 
Live Audio/Video Chat No 
Live Text Chat Yes 
Mobile Access No 
Moderation Yes 
Pre-made Templates No 
Presentation Tools Yes 
Q&A Yes 
Reporting/Analytics Yes 
Social Media Promotion No 
Surveys/Polls Yes 
Virtual Booths No 
Virtual Lobby No 

Web Conferencing

Electronic Hand Raising Yes 
Mobile Access Yes 
On-Demand Webcasting Yes 
Presentation Streaming Yes 
Presentation Tools Yes 
Private Chat Yes 
Real-Time Chat Yes 
Record & Playback Ability Yes 
Screen Sharing Yes 
Two-Way Audio & Video Yes 
Video Conferencing Yes 
Whiteboard Yes 

Website Builder

Auto Update Yes 
Content Import / Export Yes 
Drag & Drop No 
Invoices Yes 
Landing Pages / Web Forms Yes 
Newsletter Management Yes 
Online Booking Yes 
Online Store Builder No 
Pre-built Templates Yes 
Real Time Editing Yes 
SEO Yes 
Survey Builder No 
White Label No 

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

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 

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