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.
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
Helena Karlsson
Investor Relations Officer
SKF
"Monitor is a powerful yet easy-to-use system.
The support is also incredibly helpful and dedicated when you have questions."
Sofia Svavar
Head of Investor Relations
Avanza
"Monitor gives me a good overview of all our meetings with investors and analysts. It's easy to log the meetings and the targeting part is a great help for roadshow planning.
I also want to give a big shout out to Modular Finance for their speed in quickly updating the system with new features when I as a user have ideas and feedback."Helena Karlsson
Investor Relations Officer
SKF
"Monitor is a powerful yet easy-to-use system.
The support is also incredibly helpful and dedicated when you have questions."
Sofia Svavar
Head of Investor Relations
Avanza
"Monitor gives me a good overview of all our meetings with investors and analysts. It's easy to log the meetings and the targeting part is a great help for roadshow planning.
I also want to give a big shout out to Modular Finance for their speed in quickly updating the system with new features when I as a user have ideas and feedback."Helena Karlsson
Investor Relations Officer
SKF
"Monitor is a powerful yet easy-to-use system.
The support is also incredibly helpful and dedicated when you have questions."
Sofia Svavar
Head of Investor Relations
Avanza
"Monitor gives me a good overview of all our meetings with investors and analysts. It's easy to log the meetings and the targeting part is a great help for roadshow planning.
I also want to give a big shout out to Modular Finance for their speed in quickly updating the system with new features when I as a user have ideas and feedback."Helena Karlsson
Investor Relations Officer
SKF
"Monitor is a powerful yet easy-to-use system.
The support is also incredibly helpful and dedicated when you have questions."
Sofia Svavar
Head of Investor Relations
Avanza
"Monitor gives me a good overview of all our meetings with investors and analysts. It's easy to log the meetings and the targeting part is a great help for roadshow planning.
I also want to give a big shout out to Modular Finance for their speed in quickly updating the system with new features when I as a user have ideas and feedback."
EXPLORE MONITOR'S
Use Cases
For full insight into Monitor’s capabilities, book a demo below.
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.
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
E-book
Investor Targeting
E-book: Investor Targeting
How to identify and prioritise investors successfully.
Customer Case
How NatWest turns SRA to smarter investor access with Monitor.
Learn how we can help you save time and get better analyst consensus
IR benefiting from AI?
Start with data qualityArticle:
How IR teams can benefit from AI, by starting with data quality.
Customer Case
How Rightmove benefits from Monitor and Estimates.
Report
IR Meetings
2025Report: IR Meetings 2025
Learn from data on 30,000 IR meetings in 2025
5 steps for a successful roadshow
Article:
How to plan, execute and follow up on Roadshows.
Customer Case
How Monitor and Estimates helps DSV make data useful.
Five ways to apply investor targeting to your existing holders
Article:
How data increases efficiency and results for Investor Relations.
How small and large IR teams can
manage investor meetings differentlyArticle:
How to manage investor meetings depending on company size.
Customer Case
How Cellavision gets more streamlined and structured IR.
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.
Birchin Court
20 Birchin Lane
EC3V 9DU London
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.