Investor Relations CRM
Investor Relations CRM

A smarter IR platform, backed by better data.

A smarter IR platform, backed by better data.

A smarter IR platform, backed by better data.

Elevate your Investor Relations, with a platform that delivers all the features and quality shareholder data you need.


Elevate your Investor Relations, with a platform that delivers all the features and quality shareholder data you need.


Investor Relations CRM

PRODUCT OVERVIEW
Monitor

Monitor is built to make Investor Relations professionals more efficient, insightful and up-to-date.

Monitor is built to make Investor Relations professionals more efficient, insightful and up-to-date.

Analyse and Monitor Your Shareholders

Get the most frequently updated and detailed Share Register Analysis directly in the platform.


Analyse latest transactions, ownership distribution, trends, and more through extensive filtering options such as active funds, beneficial owners, countries, or your customised investor lists.

Analyse Investors and Company Ownership

+500,000 global investor profiles, inclunding +40,000 fund profiles. Analyse portolios, trends, historic ownerships and contact details.

Access +5,000 companies, for example your peers, to view and compare owners and owner changes.

View Share Data, Liquidity and Insiders

View the development of your share, valuation, liquidity and analyse compared to peers and ownership. View insiders transactions and repurchase programs.

IR CRM – Log, Prepare for and Measure Meetings

A CRM built for IR, powered by intelligent AI automation and connected to shareholder data.


Create events and link them to investor profiles, review investors and historical meetings, and analyse meeting statistics and their impact on ownership.

Conduct More Impactful Investor Targeting

Quickly identify potential new investors and evaluate actions among existing owners.


AI-driven and automation features combined with high-quality data reduce admin work, increase insights, and identify better targets.

Mobile App, Reports and Data Exports

Benefit from Monitor in any format. Tailored reports and exports simplify briefing packs, reporting, annual reports, and board meetings. The Monitor app is widely used on-the-go by IROs and management teams.

Analyse and Monitor Your Shareholders

Get the most frequently updated and detailed Share Register Analysis directly on the platform.


Analyse latest transactions, ownership distribution, trends, and more through extensive filtering options such as active funds, beneficial owners, countries, or your customised investor lists.

Analyse Investors and Company Ownership

+500,000 global investor profiles inclunding +40,000 fund profiles to analyse portolios, trends, historic ownerships and contact details.

Access +5,000 companies, for example your peers, to view and compare owners and owner changes.

View Share Data, Liquidity and Insiders

View the development of your share, valuation, liquidity and anlyse compared to peers and ownership. View insiders transactions and repurchase programs.

IR CRM – Log, Prepare for and measure meetings

Create events and link them to investor profiles, review investor information and historical meetings, and comment or tag investors.


Analyse meeting statistics and their impact on ownerships.

Conduct More Impactful Investor Targeting

Monitor helps you quickly identify potential new investors and evaluate actions among existing owners.


Combining our many features for targeting with high-quality data reduces admin work, increases insights, and identifies better targets.

Mobile App, Reports and Data Exports

Benefit from Monitor in any format. The Monitor app is widely used on the go by management teams, while tailored monthly reports and data exports help with management reporting, annual reports, and board meetings.

Add-ons

Our add-ons open up for even more data and features to Monitor

Our add-ons open up for even more data and features to Monitor

Estimates

Estimates

Improve the quality of your analyst consensus and free up your valuable time.


We provide full coverage consensus estimates available to view in Monitor.

Improve the quality of your analyst consensus and free up your valuable time.


We provide full coverage consensus estimates available to view in Monitor.

Estimates is designed to improve the quality of your analyst consensus and free up your valuable time.

CRM Pro

CRM Pro

Focus your time where it matters most in your IR work.


CRM Pro offers calendar sync, AI import of roadshow itineraries, and email sending from the platform.

Focus your time where it matters most in your IR work.


CRM Pro offers calendar sync, AI import of roadshow itineraries, and email sending from the platform.

CRM Pro offers calendar sync, AI import of roadshow itineraries, and email sending from the platform.

Uncover

Uncover

Uncover is our enhanced shareholder analysis.


The service combines SRD II requests with extended ownership coverage and more detailed data. Integrated in Monitor and in tailored reports


Uncover is our enhanced shareholder analysis.


The service combines SRD II requests with extended ownership coverage and more detailed data.

Enhanced shareholder analysis with SRD II requests with extended ownership coverage and more detailed data.

Bonds

Bonds

Take ownership of your bonds' ownership.


We provide complete bondholder data to Monitor, so you can work proactively towards existing and potential bond owners.


Take ownership of you bonds' ownership.


We provide complete bondholder data added to Monitor, so you can work proactively towards existing and potential bond owners.

We provide complete bondholder data added to Monitor, so you can work proactively towards existing and potential bond owners.

A FEW OF OUR
Monitor Customers

A FEW OF OUR
Monitor Customers

Why Monitor?

Highest data quality

Highest data quality

Dedicated customer service

Dedicated customer service

Time saving

Time saving

Smart features you need

Smart features you need

Satisfied customers

Satisfied customers

WHAT OUR CUSTOMERS SAY
about Monitor

WHAT OUR CUSTOMERS SAY
about Monitor

EXPLORE MONITOR'S
Use Cases

For full insight into Monitor’s capabilities, book a demo below.

An illustration from Carlos Gomes Cabral
An illustration from Carlos Gomes Cabral
An illustration from Carlos Gomes Cabral
An illustration from Carlos Gomes Cabral

IMPROVE INVESTOR TARGETING

Identify and evaluate investors better with advanced screening, AI-powered investor targeting, peer comparisons, ownership trends, portfolio manager tracking, and more.

AUTOMATE IR TASKS

TRUST AND ACT ON QUALITY OWNERSHIP DATA

STRUCTURE AND MEASURE IR MEETINGS

Book a Monitor demo

We are happy to answer questions, or schedule a short meeting to show how Monitor can improve your Investor Relations.

We would love to show you how Monitor can help you understand your shareholder base and simplify your IR workflow.

Demo IR Software

Book a Monitor demo

We would love to show you how Monitor can help you understand your shareholder base and simplify your IR workflow.


Fill out the form, and we’ll get back to you.

LEARN MORE
Recommendations

Customer Case

How NatWest turns SRA to smarter investor access with Monitor.

Article:

How IR teams can benefit from AI, by starting with data quality.

E-book

Investor Targeting


E-book: Investor Targeting

How to identify and prioritise investors successfully.

Analyse and Monitor Your Shareholders

The most frequently updated and detailed Share Register Analysis directly on the platform.


Analyse latest transactions, ownership distribution, trends, and more through extensive filtering options such as active funds, beneficial owners, countries, or your customised investor lists.

Analyse Investors and Company Ownership

+500,000 global investor profiles inclunding +40,000 fund profiles to analyse portolios, trends, historic ownerships and contact details.

Access +5,000 companies, for example your peers, to view and compare owners and owner changes.

View Share Data, Liquidity and Insiders

View the development of your share, valuation, liquidity and anlyse compared to peers and ownership. View insiders transactions and repurchase programs.

IR CRM – Log, prepare for and measure meetings

Create events and link them to investor profiles, review investor information and historical meetings, and comment or tag investors.


Analyse meeting statistics and their impact on ownerships.

Conduct More Impactful Investor Targeting

Monitor helps you quickly identify potential new investors and evaluate actions among existing owners.


Combining our many features for targeting with high-quality data reduces admin work, increases insights, and identifies better targets.

Mobile App, Reports and Data Exports

Benefit from Monitor in any format. The Monitor app is widely used on the go by management teams, while tailored monthly reports and data exports help with management reporting, annual reports, and board meetings.

IR CRM – Log, Prepare for and measure meetings

Create events and link them to investor profiles, review investor information and historical meetings, and comment or tag investors.


Analyse meeting statistics and their impact on ownerships.

Conduct More Impactful Investor Targeting

Monitor helps you quickly identify potential new investors and evaluate actions among existing owners.


Combining our many features for targeting with high-quality data reduces admin work, increases insights, and identifies better targets.

Mobile App, Reports and Data Exports

Benefit from Monitor in any format. The Monitor app is widely used on the go by management teams, while tailored monthly reports and data exports help with management reporting, annual reports, and board meetings.

Analyse and Monitor Your Shareholders

Get the most frequently updated and detailed Share Register Analysis directly on the platform.


Analyse latest transactions, ownership distribution, trends, and more through extensive filtering options such as active funds, beneficial owners, countries, or your customised investor lists.

Analyse Investors and Company Ownership

+500,000 global investor profiles inclunding +40,000 fund profiles to analyse portolios, trends, historic ownerships and contact details.

Access +5,000 companies, for example your peers, to view and compare owners and owner changes.

View Share Data, Liquidity and Insiders

View the development of your share, valuation, liquidity and anlyse compared to peers and ownership. View insiders transactions and repurchase programs.