Irwin
Irwin : Reviews, Pricing, Features & AlternativesIrwin is an Investment Management Software (free trial available). Review Irwin : Overview & Pricing
Irwin Overview : Features, Pricing, Reviews & Alternatives
Irwin is an Investment Management Software intended for businesses. Let’s discover user reviews, features and prices of this business app.
Irwin is listed as a Investment Management Software and Finance Software for companies and is used for Investment Management, Financial CRM …
Irwin prices are available on demand (free trial available).
Investor relations software built for modern IR teams.
What is Irwin ?
Investor relations software built for modern IR teams.
Pros & Cons
When it comes to finding the right Investment Management tools to manage your business, you have too many options – and they all come with their strengths and weaknesses.
One such familiar name in this arena is Irwin, and as you may have guessed from the title, this review will tell you more about Irwin’s pros and cons.
Weighing the pros & cons is essential before selecting this tool for your business and your team.
Irwin Pros : Key Benefits
– Irwin has the most accurate and comprehensive shareholder monitoring capabilities by combining unique data sets to give you the complete picture.
– Identify and connect with high-quality investors, track all your IR activities in one place, and access research, estimates, and transcripts.
– Scalability and integration
– Frequent releases / updates
– High Compatibility
Irwin Cons
– Con : Not always the cheapest option : Investment Management Software average cost is $ 30 .
– Con : Custom integrations can come at a price.
Irwin Features
Here is the list of the main features of this computer software :
– Access Controls/Permissions
– Activity Dashboard
– Activity Tracking
– Bonds / Stocks
– CRM
– Client Portal
– Contact Management
– Customer Database
– Customizable Reports
– Data Import/Export
– Data Visualization
– Email Marketing
– Email Templates
– Financial Analysis
– Financial Management
– For Investment Advisors
– Interaction Tracking
– Investments Tracking
– Mobile Access
– Monitoring
Main function & Pro Features
– Performance Management
– Performance Metrics
– Relationship Tracking
– Reporting & Statistics
– Reporting/Analytics
– Search/Filter
– Self Service Portal
– Summary Reports
– Task Management
– Task Scheduling
– Visual Analytics
Irwin Integrations
Irwin integrates with more than 2 applications & plugins like Gmail and Microsoft Outlook (…) : database connection, synchronize data, share files (…) to improve your workflow and increase your productivity !
It also provides a powerful API toolkit that allows developers to build web services and exchange data.
Top 20 Irwin integrations
– Gmail
– Microsoft Outlook
Irwin Pricing
The Irwin pricing plan is available on request, but this price is likely to change because different options are offered by the developer : number of licenses, additional functions, add-ons, bundles …
Irwin offers several pricing plans :
– Free Trial : $ 0 per user / per month
– Start : Price on demand
– Professional : Price on demand
– Enterprise : Price on demand
– Premium : Price on demand
Free Trial | Start | Professional | Enterprise | Premium |
$0 | Price on demand | Price on demand | Price on demand | Price on demand |
Per month | Per month | Per month | Per month | Per month |
Per user | Per user | Per user | Per user | Per user |
Save $$$ on SaaS and on-premise Software Subscriptions to help your create, grow and scale your business : annual billing usually is cheaper than monthly billing and you can expect 10% to 20% discount.
Sign up for a trial and start using it right away !
Free trials usually are time limited or feature limited but this is a good way to ensure it is the right option for your business before making a purchase.
Screenshot of the Vendor Pricing Page :
Pricing Details
Pricing Model : Subscription
Free trial : Available (No Credit Card Required)
Free plan : No information
Freemium : No information
Starting price : Prices can vary depending on your business needs.
Entry-level set up fee : No setup fee
The pricing details were last updated this year from the vendor website or retrieved from publicly accessible pricing materials and may be different from actual. Please confirm pricing and deals with the vendor website before purchasing.
Deployment & Setup
Irwin is a cloud-based Investment Management platform : its infrastructure is hosted in the United States (probably on AWS, Microsoft Azure or Google Cloud Platform).
irwin is a SaaS (Software as a Service) / web application : a web browser on a computer is required for full functionality of features and manage dashboard.
It supports desktop operating systems (like Windows …).
Technical Details & Specifications
Deployment : Cloud / SaaS
Desktop Operating Systems : Windows …
Mobile Platforms : –
Native Apps / Mobile Applications : –
GDPR compliance : No information
Supported languages
This application software supports the following languages : English …
Support & Training
Any problem with this computer program ? The vendor offers the following customer service & support to help teams get the most out of their business application : Email / Help Desk, FAQs / Forum, Knowledge Base, Phone Support …
Hotline : Yes
Training options : Documentation, Live Online, Videos, Webinars …
Industry & Customers
Who use Irwin ?
This software package is tailored to business needs : Medium Company, Large Companys, SME …
This web-based application is recommended for trades : Professional …
This cloud software is used in the sectors : Services …
Customer References
Testimonials & Customer References to decide if this is the right business software or service for your company : No reference …
Awards & Recognitions
No information .
Screenshots
This computer program has an ergonomic, intuitive and customizable user interface, which will improve team productivity and collaborative work within your company (Small Company, SME, Non Profit …)
Irwin Screenshots & Images : UI, dashboard …
Videos
Video #1
Irwin Reviews
Here is our opinion on Irwin : this is a decent investment management software to experience .
Irwin User Reviews & Ratings
Online and customer reviews of Irwin software are quite plentiful and overall medium :
Overall rating : 3/5
Value for money : 3/5
Functionality : 3/5
Usefulness : 3/5
Ease of use : 3/5
User rating Excellent : 10%
User rating Very Good : 80%
User rating Average : 10%
User rating Poor : 0%
User rating Terrible : 0%
Popularity on social networks :
Your Customer Review on Irwin
What is your opinion about this app ? Submit your review and tell us about your overall opinion : experience with this SaaS software, rating, ease of use, customer service, value for money, Pros & Cons …
Customer reviews and feedbacks play an increasingly important role in the business software buying process. You can provide in-depth review and share your buying advice / reviewer sentiment : what is your likelihood to recommend Irwin ? What is your likelihood to renew ?
FAQs
Why use a Investment Management Software ?
Investment management software helps manage investment portfolios, verify compliance, optimize portfolio performance, and track financial assets such as stocks, futures, options, and bonds. Some of its common features include asset reporting, portfolio management, and investment tracking. Investment management software makes it possible to follow the investments made and their progress in the company.
Main functions are : Investment tracking, Portfolio performance, Data import, Benchmarking, Asset reports, Financial risk management
Main characteristics are : Software is available over the Internet, application is maintained by the vendor, license to the software may be subscription based or usage based.
Investment Management Software Average Price : from $ 30,00 to $ 30,00 with an average price of $ 30,00 .
Company details
Developed by IRWIN, Inc.
HQ location : USA
Founded :
Total revenue :
Industry : B2B SaaS company
Software Category : Finance & Accounting Software > Finance Software > Investment Management Software
Schema : SoftwareApplication > FinanceApplication
Tags : …
Website :
About This Article
This page was composed and published by SaaS-Alternatives.
The information (and product details) outlined above is provided for informational purposes only. Please Check the vendor’s website for more detailed information.
Our opinion on Irwin is independent in order to highlight the strengths and weaknesses of this Investment Management Software. Our website is supported by our users. We sometimes earn affiliate commission when you click through the affiliate links on our website.
Irwin Alternatives
If you’re understanding the drawbacks and you’re looking for a Irwin alternative, there are more than 5 competitors listed on SaaS-Alternatives !
If you’re in the market for a new software solution, the best approach is to narrow down your selection and then begin a free trial or request a demo.
Top 10 Alternatives & Competitors to Irwin
– Financial Services Cloud
– AdvisorEngine
– Backstop
– AIM
– DealCloud
You can also take a look at other business apps, like our Investor Intelligence review and our Investfly review.
Comparison with Similar Software & Contenders
Take an in-depth look at popular Finance & Accounting Software and Finance Software to find out which one is right for your needs. Discover how these Investment Management Software compare to Irwin when it comes to features, ease of use, customer support and user reviews. Explore software, Compare options and alternatives, Read reviews and Find your solution !