IR Manager: Comprehensive investor relations CRM platform

INTUITIVE CLOUD-BASED PLATFORM

Enhance engagement and attract the right investors

Utilise an intuitive investor relationship management software to reduce time spent on investor targeting and relationship management, and improve IR team workflows. IR.Manager simplifies and streamlines how you manage investor interaction data. Eliminate disorganized and fragmented meeting notes in notebooks or excel, individual investor interaction histories, or contact information.

With IR.Manager, IR teams immediately gain access to an organized, searchable, updated, and actionable capital markets contact database that saves time and eliminates administrative load.

Time-saving IR management

Strengthen investor engagement, manage contact lists and mailings, and measure the performance of your IR activity.
Target and profile new investors

Effortlessly track ownership, target new investors, and perform scoring on investor engagement goals, leveraging a global directory of investment professionals.
Improved IR experience

Discover the most responsive, comprehensive and user-friendly investor relations CRM tool available. Save time targeting new investors, and managing shareholder relationships and IR workflows by leveraging powerful software with reporting functionality.
VIP service & support

Quick and reliable data migration from your current investor relations platform, on-site training. Optional integration with bespoke shareholder identification from Euronext Corporate Services.
Data availability

Easily track and monitor what investors are looking for with an abundance of information and data neatly presented in a modern, sleek virtual environment of our IR CRM.
Morningstar integration

Develop investment strategies that cater to investors' ESG principles and enhance engagement with ESG-focused investors. Utilise data, research, and ratings to align with those who are particularly receptive to your ESG story.
MiKaDiv Compliance for German Issuers

Starting in 2026, MiKaDiv will require German issuers on EU regulated markets to submit shareholder identification to BZSt during profit distribution. With proven expertise in shareholder identification and analysis, our services ensure a smooth and MiKaDiv-compliant submission to BZSt.

Learn more

Ready to optimise your IR team workflow?

IR.Manager: a must-have for IR professionals

Investor Relationship Management

Support your IR team roadmap and every step of your investor engagement programme:

Manage relationships with institutional investors, analysts and other stakeholders
Simplified roadshow logistics, from anywhere
Keep a record of meeting history and meeting notes
Manage tags and execute mailings with IR.Mail

Investor Targeting & Profiling

Get a better understanding of your shareholder base and the wider investment community, optimise the allocation of investor engagement resources, and effectively report back to management:

Track your ownership through insightful intelligence sourced from leading financial data and IR service providers
Receive weekly reports on the buying/selling of your shares
Target new investors through advanced identification, qualification and screening solutions
Report on your investor engagement performance to management with CRM tracked insights

Investor relations and financial data platform

Market Data

Seamless integration of your own intelligence with a built-in data feed from FactSet providing you with:

Access to all public traded companies' historical share price
Financial reports allowing robust benchmarking analysis
Financial events to follow
Access to the consensus of financial results' estimates which allows for a solid analysis of the market
Meeting transcripts that enable you to better understand companies' angle on specific matters

ESG Data

New features and full integration with Morningstar giving you full access to:

Information on funds' Sustainability Ratings, Sustainability score and ESG Pillars Risks
Current shareholders' ESG profile analysis
Comparable analysis of current shareholders ESG profiles with possible new investors'
Investor targeting based on own ESG commitment & funds' ESG ratings

Built on the strength of the leading pan-European marketplace

Thousands of companies have raised capital on Euronext. This gives us a unique and in-depth understanding of the challenges that companies and investors face in financial markets.

IR.Manager has been developed based on this knowledge to support investor relations professionals in better engaging with current and new investors.

Our clients

Join the leading companies already enjoying the benefits of IR.Manager

Step-by-step implementation process

Upgrade your IR interactions with IR.Manager

Step 1
Get in touch with our experts

Submit your contact information in the form below. Based on this information we will get back to you to schedule a time for your individual live demo.
Step 2
Book your personalised demo

In your demo session, which is customised for your company and its peers, one of our specialists will give you a detailed presentation of IR.Manager and will guide you through the extensive functionalities of our investor relations crm.
Step 3
Transform your IR workflows

Together with our IR specialist you will define specific steps on how to get the most out of IR.Manager right from the start. After a quick and straightforward set-up process you will be hitting the ground running.

Manage investor relations on one platform

Find out how IR.Manager helps you streamline IR

From enhanced investor targeting to relationship management, IR.Manager does it all. Request a demo to learn more.

FREQUENTLY ASKED QUESTIONS

FAQ

How does IR.Manager help with investor engagement?

IR.Manager simplifies the management of investor interactions by providing a centralised database for all investor-related information, facilitating targeted communications, and offering tools to track and analyze investor engagement.
Can IR.Manager integrate with other data sources?

Yes, IR.Manager integrates with data sources like Morningstar and FactSet, providing access to comprehensive market data, financial reports, and ESG ratings to support informed investor relations strategies.
Is there support available for new users of IR.Manager?

Yes, Euronext offers VIP service and support, including data migration from existing platforms, on-site training, and ongoing customer support to ensure a smooth transition and optimal use of IR.Manager.
What makes IR.Manager unique compared to other IR CRMs?

IR.Manager stands out due to its comprehensive feature set, seamless integration with leading financial and ESG data providers, user-friendly interface, and the support and expertise of Euronext, a leading pan-European marketplace.
How can an IR CRM support investor targeting and profiling?

An IR CRM supports investor targeting and profiling by providing detailed analytics and insights into investor behaviors, preferences, and investment patterns. This allows IR teams to identify and focus on high-potential investors, tailor their communications, and develop more effective engagement strategies.
What are the benefits of using an IR CRM like IR.Manager for small to mid-sized companies?

For small to mid-sized companies, an IR CRM provides significant benefits such as improved efficiency in managing investor relations, better data organisation, more effective communication strategies, and the ability to track and analyze investor engagement without the need for a large IR team.

IR.Manager: Investor relations CRM platform

Enhance engagement and attract the right investors

The most comprehensive and responsive Investor Relations platform

Time-saving IR management

Target and profile new investors

Improved IR experience

VIP service & support

Data availability

Morningstar integration

MiKaDiv Compliance for German Issuers