Daily Report

Every morning you get a report highlighting the company's top stock buyers and sellers, new funds and investment managers in your base, and stock activity from investors you've recently had meetings with.

Watchlists

Create watchlists to track stock activity and get transaction alerts from individual shareholders, and streamline your compliance with regulatory requirements, such as CVM 358.

Consolidated Analysis

You set the dates and filters, and NextIRM reviews thousands of transactions to deliver a customized stock activity report — in under a second, and with automatic grouping of funds and related shareholders.

Shareholder History

Each shareholder has an individual profile where you can easily view their interaction history with the IR department and their stock activity, in addition to the performance of their investments in the company.

Market Data

Get access to profiles and portfolios of thousands of funds and managers. Create lists to automatically group investors, analysts, and other contacts by their investment style, history, relevance or location.

Prepare for Meetings

View the relationship and transaction history of each investor and analyst, keep notes and records about each interaction, and always be ready for the next meeting.

Understand and Plan your Meeting Agendas

Sort your meeting history to discover the most common topics, understanding the most relevant issues for investors, and have your IR department ready to answer them.

Talk to Investors

Keep in touch with the market through a modern mailing tool, without leaving the IRM environment. Send and schedule emails with impeccable formatting and pre-filled templates.