See beyond reports
SUMAQ NextIRM
Shareholder analysis and relationship management in a single digital environment.
Understand movements in your shareholder base and gain a strategic view in an increasingly data-driven market.
Everything you need in one platform
NextIRM integrates all essential Investor Relations management tools in a complete digital environment
See beyond reports and understand movements in your shareholder base. A solution that combines shareholder analysis and relationship management in one digital environment.
“Every data point becomes insight and every interaction becomes opportunity. Centralize analysis, monitoring, and relationship management in one environment.”
Shareholder movement made simple
Tracking daily shareholder movements has never been easier. Forget manual spreadsheets and complex formulas; let NextIRM handle the heavy work.
Daily report
Every morning, receive a report showing the company's largest stock buyers and sellers, new funds and managers among shareholders, and movements from investors with whom you had recent interactions.
Monitoring
Create monitored shareholder lists to receive transaction alerts and simplify compliance with regulatory obligations, such as administrator trading under CVM 44.
Consolidated analysis
Choose dates and filters and receive shareholder movement data from an ultra-fast analysis of thousands of transactions. Make reading easier by consolidating funds and other shareholders into groups.
Shareholder history
Access each shareholder's individual profile and view their relationship history with the company together with stock purchase and sale history and the performance of their investments.
A CRM built for IR
More than a simple CRM, NextIRM was developed specifically for the Investor Relations area of public companies.
Know the market
Access profiles and portfolios of thousands of funds and managers. Create lists to automatically group investors, analysts, and other contacts by style, history, relevance, or location.
Prepare for meetings
View the relationship and transaction history of each investor and analyst, keep notes and records for every interaction, and always be ready for the next meeting.
Understand and plan agendas
Classify your meeting history to discover the most common topics, understand the issues most relevant to investors, and prepare your IR department to address them.
Talk to investors
Stay connected with the market through a modern direct mailing tool without leaving IRM. Send and schedule emails with polished formatting and pre-filled templates.
Every data point becomes insight and every interaction becomes opportunity
Transform market interactions into performance metrics and opportunities for continuous improvement.
Strengthen the IR team's work in an increasingly data-driven market.