Transform Your Workflow

Improve your daily program with seamless logging and management of contacts, meetings, emails and notes with a CRM developed to optimize the investor relations workflow.

Identify the Right Investor

Easily search, compare and target institutional investors as you build a robust shareholder base. Analyze sector and peer holdings, AUM, website traffic and event visits in one interface.

Prepare Management for Earnings

Build accurate board reports of stock, shareholder and program analytics. Aggregate and visualize data, then build and export to PowerPoint and Excel in an automated workflow.

Let's Talk

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Your Investor Relations needs,
our platform.

Simplified Workflow. Actionable Intelligence.

Streamline and simplify the IR workflow with Q4 Desktop. Integrate all the critical tools needed to build a successful IR program, including a world-class CRM, AI targeting, capital market intelligence, and advanced analytics to drive improved engagements and deliver on strategic objectives.

IR CRM

Website & Event Analytics

AI Targeting

Capital Markets Intelligence

Report Builder

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