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.
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.
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.
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.
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.
More than just a standard CRM — “Next IRM” was developed specifically for the Investor Relations area of publicly traded companies.
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.
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.
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.
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.
Count on SUMAQ for your Company's Financial Communication needs