Best Investor Relations Apps for iPad of 2025

Convene is a board management software that has won numerous awards. It improves the efficiency and effectiveness of meetings by organizing and distributing documents, conducting, documenting and generating actions. Convene's intuitive, secure, and simple-to-use features make Convene a top choice for listed companies, SMEs and banks as well as non-profits and governments in more than 100 countries. Convene was developed by Azeus, a Capability Maturity Model Integration Level 5 company with over 30 years of IT development experience. It is highly customizable and can be tailored to meet each client's specific needs. Convene has SSAE 18-certified and ISO 27001-certified data centres around the globe, which ensures clients' data are secure. Convene is available for Windows OS X, Mac OS X and iOS.

OnBoard is a premier board management solution that simplifies governance, enhances security, and boosts director engagement. Trusted by over 6,000 organizations worldwide, OnBoard consistently tops G2, Capterra, and SoftwareReviews. OnBoard’s intuitive design and robust security features ensure efficient and secure board operations. Key features include agenda builder, shared annotations, secure messaging, voting & approvals, D&O questionnaires, meeting analytics, automated meeting minutes with OnBoard AI, skills tracking, assessments, and seamless video conferencing integration. With AI-powered minutes, generate accurate meeting summaries with just one click, ensuring efficiency and precision. Whether for small boards or large, OnBoard empowers directors to make informed decisions and drive better governance. Upgrade your board meetings with OnBoard today!

Since 2016, Kore has been pioneering the way for private companies seeking funds with its top-tier online platform. It streamlines the entire fundraising process, from issuing securities to managing shareholder relations and cap tables. Kore is an All-In-One platform to help companies in their capital raising process. Whether it's a RegCF, RegA+, or RegD offering, we can streamline the way compliantly. Also, our technology boosts investor communications, taking your investor relationships to the next level. Investors, brokers, lawyers, accountants, and investor acquisition experts all benefit from our integrated ecosystem. We also have a lot of educational content to guide companies on their fundraising journey. Our articles, videos, and webinars can assist investors in getting savvy about Private Capital Markets and their opportunities. Perfect for curious minds looking for the latest in Tech and investment insights.

Technology solutions for investor portals are designed to facilitate file sharing, enhance collaboration, and improve investor relations for a wide array of financial entities, including investment firms, general partners, fund managers, administrators, registered investment advisors, limited partners, banks, and others. These investor portal software solutions not only allow for secure sharing and collaboration but also help in producing and safeguarding critical information. The journey to an exceptional investor experience begins with these tools. With InvestorPortaLPro (IPP), you gain access to a polished, secure, and advanced investor portal software solution alongside a comprehensive reporting portal for investor relations. This platform is aimed at attracting additional capital while ensuring the satisfaction of existing investors—all at a competitive cost. IPP specializes in providing secure private equity and venture capital investor portal software, along with tailored websites and solutions. It offers a range of reporting solutions that aid in fund marketing and serve as a conduit for fundraising, enabling quicker capital raises, secure online document distribution, and effective collaboration with investors. By utilizing IPP, you can expedite your fundraising efforts and provide your investors with transparent access to real-time information, while also showcasing property and investment details through dedicated investor relations portals. Furthermore, the user-friendly interface ensures that both new and seasoned investors can navigate the platform with ease, fostering a positive experience for all parties involved.

Access conference calls, transcripts, slide decks, and reports all in one convenient location. Explore our extensive database featuring over 5000 companies, utilized by some of the leading financial institutions globally. Join the ranks of hundreds of thousands of investors who benefit from Quartr's free access to vital financial resources. In addition to our Beta IR platform, we offer innovative third-party integrations, including our Embedded Player. With a few simple lines of code, you can make your company’s latest presentations and related documents readily available on your website, with automatic updates whenever new events occur. This feature ensures you always have the most recent information at your fingertips, with an average upload time of just 11 minutes. The integration is seamless and user-friendly, allowing you to skip straight to the Q&A section. Furthermore, it enables the collection of listening and reading data from investors, enhancing your engagement strategy. Experience an intuitive platform where all essential materials are organized in one place, making it easier to stay informed and connected.

Empowering investment professionals with instant access to live audio, real-time transcription, advanced search capabilities, and comprehensive summarization, this solution stands out as the most precise tool for transforming streaming events and real-time data into valuable insights. It enhances productivity by providing insights from earnings calls, regulatory filings, conference presentations, macroeconomic events, and various imported documents. Users can engage with a live transcription that boasts a remarkable accuracy of 97% and a delay of under 0.5 seconds. During live events, features such as pause, rewind, and adjustable playback speed allow for greater control over the viewing experience. Additionally, the ability to stream multiple events at once and search across them eliminates the need to choose between options. It also enables users to conduct searches within transcripts, save specific search terms to monitor trends over time, and receive alerts for new matches. Furthermore, the system automatically identifies relevant insights across events, including topic extraction, sentiment analysis, and price tracking, ensuring that investment professionals remain informed and ahead of the curve. This holistic approach to data processing and insight generation truly revolutionizes how investment professionals engage with live events and data streams.

Altvia's integrated product suite and industry knowledge optimize the Salesforce CRM platform to support Alternative Investments. Transform data and relationships into institutional information to gain the competitive edge you need to propel your firm forward. Altvia's Private Equity CRM solution AIM is a proven way to harness the interactions of your investments, portfolio performance and back-end systems to scale growth. AIM can be integrated with a LP Portal and Data Visualization tool to empower your internal and externe teams. Stakeholders and investors will be able to trust and receive transparent information and capital.

Discover top-tier applications that deliver a comprehensive front-to-back investment experience, addressing all operational requirements throughout your organization. The Eze Investment Suite serves as an all-inclusive resource for a thorough investment experience, encompassing all asset classes. With its adaptable and user-friendly design, Eze Investment Suite allows users to customize their views, workspaces, and dashboards while maintaining standardized workflows that are easily embraced by the firm. Users have the capability to analyze data at various levels, ensuring that they access the precise information needed for swift and informed decision-making. By implementing complete straight-through processing, you can craft a personalized investment ecosystem tailored to your needs. The Eze Investment Suite features an open, vendor-neutral architecture that offers seamless connectivity with nearly any third-party platform or internal system. Supported by flexible APIs and a vast array of on-demand interfaces, the suite facilitates the integration of diverse platforms and counterparties, enhancing collaboration across your organization. This comprehensive approach ensures that all facets of investment operations are streamlined and effectively managed.

Backstop offers a top-tier productivity software suite tailored specifically for investment managers and institutional asset owners. Designed with the needs of foundations, investment consultants, family offices, funds of funds, endowments, pensions, hedge funds, and private equity firms in mind, Backstop delivers exceptional, cloud-based productivity solutions that empower asset managers and allocators to enhance their capital raising and retention efforts, conduct thorough research and portfolio management, and efficiently meet the needs of their key stakeholders. Among its core offerings are Backstop CRM, Backstop IR, Backstop Research, Backstop Portfolio, Backstop Portal, Backstop Accounting - Investor, Backstop Accounting - Portfolio, and Backstop Mobile, ensuring comprehensive support for various operational demands. By integrating these tools into their workflows, users can expect to streamline processes and improve overall performance in the competitive investment landscape.

With the confidence of more than 145,000 executive leaders globally, Diligent Boards stands out as the premier software for board management. This innovative solution enhances governance efficiency by offering an extensive suite of tools designed to facilitate productive board meetings. Directors benefit from features like single sign-on, the ability to annotate documents, and real-time synchronization across multiple devices. In contrast, administrators can utilize functionalities such as drag-and-drop book building, analytical questionnaires, and streamlined management of contracts, calendars, and meeting arrangements. Furthermore, the platform’s user-friendly interface ensures that both directors and administrators can navigate its features with ease and efficiency.

For private equity real estate firms, accurately calculating distributions for equity investors is essential, yet managing complex waterfalls within delicate Excel spreadsheets diverts valuable time and resources from more strategic initiatives. As your firm continues to expand through acquisitions, the burden of calculating distributions for each project will only become more cumbersome for your team. Moreover, as investor expectations shift regarding how they receive and understand their investment information, it is imperative to adapt. Investors not only require the established trust of your relationship but also demand constant availability and transparency in their communications. In today's landscape, modern wealth management and investment platforms offer advanced web and mobile portals, setting a new standard that now extends to commercial real estate investments. To meet these evolving expectations, implementing an investor dashboard that integrates all relevant data—such as distributions and investment details—will be crucial for enhancing the overall investor experience and streamlining communications. This approach will ultimately allow your team to focus on more impactful tasks while ensuring that investors remain informed and engaged.

Collaborate with Nasdaq to discover how your organization can enhance the efficiency and impact of your Investor Relations (IR) program through Nasdaq IR Insight's comprehensive workflow solution, specifically designed for IR professionals. This platform supports your operations with valuable tools and insights that truly make a difference, featuring premium content and functionalities tailored from our network of partners to optimize your IR strategy. Since its launch, IR Insight has continually evolved to boost your return on investment, allowing you to gain a clearer understanding of your ownership structure, identify target investors and contacts, establish engagement objectives, and prepare effectively for roadshows and conferences. Take advantage of Nasdaq’s leading platform to stay updated with the most recent news, access corporate profiles, broker research, estimates, fundamentals, and transcripts. With ConnectIR, you can effortlessly communicate and arrange meetings with both buy-side and sell-side professionals directly through Nasdaq IR Insight. Additionally, experience the convenience of accessing IR Insight on your mobile device and integrating it seamlessly within Microsoft Outlook and Excel, ensuring you can manage your investor relations more effectively than ever before.

The private asset market faces challenges due to inadequate user experiences and the disconnection among various technology platforms. Vertalo enhances and facilitates the security token ecosystem by harnessing blockchain technology, effectively modernizing cap tables and investor management. By utilizing Vertalo’s platform, both emerging and established companies can optimize their digital asset management processes and enhance liquidity options. With on-chain secured cap tables, Vertalo empowers organizations and investors with greater control and adaptability in asset management. Users can create tokens to fractionalize ownership or engage in trading on an exchange. The platform enables the tokenization of assets, allowing for immediate distribution to investor wallets. Furthermore, Vertalo's SEC-registered transfer agent system ensures the integrity and security of cap table data, employing a complex network of smart contracts that automatically refresh entries based on on-chain verifications. The rise of blockchain technology not only revolutionizes business practices but also enhances cybersecurity measures, opening up new avenues for innovation and trust. Ultimately, companies can leverage these advancements to foster greater transparency and efficiency in their operations.