Best Investor Reporting Software
Investor reporting software manages the release of financial reports, press releases, events, and more to investors. These solutions are driven by the fiduciary responsibility that companies have to their investors to update them on performance.
The goal of investor reporting software is to meet financial disclosure requirements set out by regulatory bodies and to facilitate communications between investors and the company. Increasingly, these tools offer automated reporting and self-service portals so investors can access relevant information at any time and from any location. Investor reporting solutions provide companies with an easy way to be transparent with investors and share key financial information with them, often in a self-service format.
Investor reporting software includes report builders and other data visualization tools to help investors understand performance. These solutions are sometimes bundled into a larger investor relations software suite.
To qualify for inclusion in the Investor Reporting category, a product must:
Best Investor Reporting Software At A Glance
G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
A weekly snapshot of rising stars, new launches, and what everyone's buzzing about.
- Overview
- Pros and Cons
- Seller Details
Dynamo Software is a leading provider of alternative investment management software platform that enables asset allocators, private equity (PE) firms, venture capital (VC) firms, and institutional inv
- Investment Management
- Venture Capital & Private Equity
- 55% Small-Business
- 35% Mid-Market
345 Twitter followers
- Overview
- Seller Details
Vestberry is a portfolio intelligence solution tailored to the needs of VC investors seeking a data-driven advantage. Our platform consolidates vital portfolio information and turns it into powerful a
- Venture Capital & Private Equity
- 83% Small-Business
- 13% Mid-Market
99 Twitter followers
- Overview
- Seller Details
Founders thrive with Visible by building strong investor relationships, streamlining investor updates, managing capital raises, and tracking key metrics.
- Computer Software
- 93% Small-Business
- 7% Mid-Market
4,005 Twitter followers
- Overview
- Seller Details
Backstop, a service of ION Analytics, has a mission to help clients break down the barriers to data access and deliver better decisions. As part of ION Analytics, our industry-leading services redef
- Financial Services
- Investment Management
- 76% Small-Business
- 20% Mid-Market
- Overview
- Pros and Cons
- Seller Details
Irwin is an investor relations and capital markets solution for innovative public companies and their advisors built by a team of passionate entrepreneurs who know the challenges and opportunities tha
- Investor Relations
- Mining & Metals
- Financial Services
- 75% Small-Business
- 18% Mid-Market
- Overview
- Pros and Cons
- Seller Details
Navigate dynamic markets, tell your best story, build stronger engagement, and establish new relationships to drive long-term valuation. With Nasdaq IR Insight, investor relations (IR) teams can emplo
- 43% Enterprise
- 43% Small-Business
166,036 Twitter followers
- Overview
- Seller Details
Automate the process for creating and updating shareholder documents.Use your own desktop tools and get professional publishing output that’s clean, tagged and ready on time.
- 75% Small-Business
- 25% Mid-Market
1,486 Twitter followers
- Overview
- Seller Details
Modern SaaS company, building apps for private capital managers to optimize their front to back operations. Founded on the belief that the best tech stack is the sum of its integrated parts. Today,
- 50% Mid-Market
- 50% Small-Business
- Overview
- Seller Details
Q4 Desktop streamlines, simplifies, and structures how Investor Relations teams manage and build relationships with the Capital Markets. In a single place, IR teams can track, summarize, and report o
- 100% Small-Business
3,622 Twitter followers
- Overview
- Seller Details
Complii is the first fully integrated Corporate & Adviser management platform, covering the whole corporate lifecycle, helping to navigate through the ever-changing regulatory landscapes and opera
- 100% Mid-Market
- Overview
- Pros and Cons
- Seller Details
Dasseti ENGAGE is an AI-powered RFP and DDQ automation platform for the investment management industry. Designed for investor relations and RFP teams, ENGAGE streamlines every stage of the response pr
- Financial Services
- 67% Mid-Market
- 17% Enterprise
88 Twitter followers
- Overview
- Seller Details
Diligent Equity (formerly EquityEffect) is a cap table management software designed to track and manage shares, convertible notes, warrants, options and secondary transactions.
- 100% Small-Business
4,536 Twitter followers
- Overview
- Seller Details
Vestlane is the leading fund onboarding and managing platform. Our mission is to be the driving transformation engine for all interactions in the private markets industry from fundraising, communicati
- 100% Enterprise
- Overview
- Seller Details
Fundpanel handles the details of your capital calls, investor relations, and back-office ops so you don't have to. Providing tools to dozens of the largest funds in the US and around the world.
- Overview
- Seller Details
Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. We offer innovative, configurable inve
- 67% Small-Business
186 Twitter followers