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SUMAQ Next-IR

Professional and Automatic Systems for Investor Relations Management, with the use of Artificial Intelligence, Complete Financial CRM, E-mailing - with the Most Useful Resources, Sophisticate Web Interfaces, Market Data Dashboard and Much More!
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Uncomplicated Share Transaction

Keeping track of the daily shareholders movements has never been easier. Forget manual spreadsheets and complicated formulas — let Next IRM do the heavy work for you.

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Daily report

Receive each morning a report showing the company's top stock buyers and sellers; your new buy side investors such as investment funds and their fund managers and the selling or buying activities stockholders with whom you've had recent interactions with.

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Monitoring

Create lists of monitored shareholders to receive notices on their transactions and also simplify your internal compliance activities to conform with regulatory obligations, such as the reporting of eventual insiders negotiations, follow up and reports, as to comply with ICVM 358, amongst others.

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Consolidated Analysis

Choose dates and filters, and receive data on your shares activities based upon very fast analysis on thousands of transactions. Make this survey easy to read, by consolidating funds and other shareholders into groups.

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Shareholder Background

Access the individual profile of each shareholder to see their relationship history with the company along with the history of buying and selling shares, in addition to the performance of their investments in the company.

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A CRM made for the IR Professional

More than just a standard CRM — “Next IRM” was developed specifically for the Investor Relations area of ​​publicly traded companies.

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Know the Market

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.

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Prepare for Meetings

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

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Understand and Plan your Meetings Agendas

Sort your meeting history to discover the most common issues with your next investor; and thus, be able to previously foresee its most frequent and relevant issues and have your IR department ready to answer them.

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Talk to Investors

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

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Flexible Solutions which grow in accordance with the measure of your initiatives

Count on SUMAQ for your Company's Financial Communication needs

  • Registrations with CVM and SEC
  • Results disclosure • Virtual Datarooms
  • Consultancy, Systems and IR Training
  • Distribution of Physical and Electronic Prospects
  • Social and Environmental Sustainability
  • Risk Governance and Compliance
  • Translations
Technological Partners
E-XYON
Workiva
RWS
IntraLinks
J.M. Treiger
Maker Sustentabilidade
Magellan Yates
Connect with SUMAQ Financial Communication
24-hour service
Customer Success Department – CSD
+55 21 2018 4737
+55 11 3164 4437
csd@sumaq.com.br
Talk to one of our Consultants
Contact email
contato@sumaq.com.br
Offices
Rio de Janeiro
Av. Almirante Barroso, 52
15º andar – Centro 20031-000
Rio de Janeiro, RJ – Brazil
São Paulo
Av. Pres. Juscelino Kubitschek, 1726
Conj. 153 – Itaim Bibi 04543-000
São Paulo, SP – Brazil
© Copyright 2021 SUMAQ