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Make your communication impactful with a streamlined investor relations process. Elevate your client services with embedded share price charts, commodity prices, currency data, and real-time email and social media distribution. Drive investment demand, and turn your clients’ investors into committed shareholders.
Ensure your clients' websites are the go-to destination for investors. Provide up-to-the-minute information on price movements, trading volume, and company announcements to empower informed investment decisions.
Automate routine tasks, such as website announcement uploads and email and social media distribution, to simplify your workflow and free you to focus on strategic client support.
Provide valuable information to investors and enhance their engagement with interactive graphs, charts, and searchable announcement tables for half-yearly, quarterly, annual and ESG reports.
Segment email lists into different investor types, building stronger investor relationships and increasing conversion rates.
Turn your clients' social media followers into shareholders with tailored, data-driven campaigns that strengthen client outcomes.
Our system ensures compliance with ASX and corporate governance regulations by retrieving and displaying accurate and up-to-date announcements on your clients' investor centres.
Administrative tasks and disconnected tools often take time away from delivering high-value client services. This can manifest in several ways.
Manually uploading announcements, formatting reports, and managing website updates.
Switching between platforms for email marketing, social posts, and announcements.
Repeating manual processes and struggling to measure engagement effectively.
Automate your routine tasks and focus on driving client success. Our platform streamlines workflows, automates updates, and delivers real-time investor engagement tools, empowering you to grow client trust and build stronger relationships.
Automatically distribute crucial announcements to different investor groups. Tailor your emails by your investor types to ensure the right information leads them down a curated investor journey.
Automate the sharing of company updates and announcements to social media platforms. Utilise custom hashtags and keywords to effectively target and engage potential investor audiences.
Review and edit announcement posts before sharing by creating specific rules. Get notified when content is ready for review within your Holding Area, ensuring all information is accurate and approved before sharing.
Host key financial information with interactive widgets on your clients' websites, including live share price charts, historical price charts, an investment calculator, and searchable announcement tables.
Keep your investors informed with historical and present announcements and performance reports automatically uploaded and updated on your clients’ websites.
Make your clients' websites the primary destination for investors by showcasing timely financial reports, company news and presentations.
Get macro insights into how stakeholders interact with your communications through total widget views.
Analyze the effectiveness of announcement types, messages, and investor engagement to refine your communication strategies.
Integrate email analytics data to your CRM, helping you make informed decisions to enhance your clients’ investor relations strategy.
Your clients retain ownership of their content and data, hosted on their own domain. If you ever switch to a different solution, their announcement URLs will continue to work and, after a period, will automatically redirect to the ASX.
Our system allows for hands-free management of your clients’ data and announcements updates. No need for manual upload of announcements, a smart system fetches all reports to display on your clients’ websites.
Customise financial widgets to match your clients’ branding and colour scheme, maintaining visual consistency. Easy navigation and access to real-time information enhances investors overall user experience.
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