IR & Market Transparency

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IR.Manager

The Investor Relations CRM that powers smarter targeting

Shareholder Analysis
Shareholder Analysis

Gain deeper insight into your shareholder base

LiveEquity
LiveEquity

Make your IR website the source of truth for investors

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Post Listing & ESG Advisory

Post Listing Advisory
Post Listing Advisory

Navigate the capital markets with expert, actionable insights

ESG Advisory
ESG Advisory

Fuel your ESG efforts with expert insights

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Power your investor relations, governance, compliance and corporate communication—all from a single secure, professional-grade portal.

Regulatory Compliance & Insider Management

InsiderLog
InsiderLog

Simplify MAR insider list management

IntegrityLog
IntegrityLog

Secure, compliant whistleblowing software

LEI Services
LEI Services

LEI Services helps financial market participants meet regulatory requirements with confidence across borders

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Governance

Features

Admincontrol Board Portal
  • Meetings & Agenda Management
  • Dashboard
  • E-Signatures
  • Access Control
  • Board Pack
  • Document Management
  • AI Agenda & Minutes Drafting
  • AI Search

    New

  • AI Executive Summaries

    New

All Board Portal features
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Admincontrol Board Evaluation

Gain a clear view of your board’s effectiveness with structured evaluations

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Admincontrol Competence Assessment

Help your bank move beyond compliance.

Market Communications

Features

EngageStream
  • Broadcast-Quality Streaming
  • AI Subtitles & Multilingual Events
  • Audience Engagement
  • Event Analytics & Audience Insights
  • Event Management & Customisation
All EngageStream features
EuroStockNews
EuroStockNews

Ensure timely market disclosures

The Palazzo Mezzanotte
The Palazzo Mezzanotte

Host world-class events in an iconic Milan venue

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Power your investor relations, governance, compliance and corporate communication—all from a single secure, professional-grade portal.

M&A Transactions

Features

Admincontrol Data Room
  • Due Diligence Templates
  • Task Manager
  • Security & Access Control
  • Q&A Management
  • Activity Reports
  • AI Search

    New

  • AI Executive Summaries

    New

All features
Deal Hub preview
Admincontrol Deal Hub

Self service data rooms & multi project management

Preparation portal preview
Admincontrol Preparation Portal

Sell-side staging room to prepare due diligence

All Products

Discover the IR portal

Power your investor relations, governance, compliance and corporate communication—all from a single secure, professional-grade portal.

AI for boards

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AI Agenda & Minutes Drafting

AI-powered edits, improvements, and structure.

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AI Search

Semantic search across board packs, minutes and historical decisions.

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AI Executive Summaries

Standalone summaries for PDF, Word and PowerPoint files.

AI for deals

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AI Search

Hybrid vector and keyword search across every file in the data room.

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AI Executive Summaries

Standalone summaries for PDF, Word and PowerPoint files.

Turn investors into long-term partners
Strengthen Investor Relationships

Turn investors into long-term partners

Transform shareholder knowledge into strategic advantage
Transform shareholder knowledge into strategic advantage

Simplify shareholder management. Understand and track ownership changes with ease. Enhance transparency.

Real time share price
Showcase your share price in real-time

Engage investors with real time share prices & live stock feeds. Utilize an interactive share price dashboard to display accurate market data.

Navigate capital markets with insights
Post Listing Advisory

Leverage capital market insights and professional advisory services to navigate complex markets.

Planning & Executing the IR Program
Planning & Executing the IR Program

Strengthen your IR strategy with integrated tools that connect targeting, ownership analysis and strategic advice.

Preparing for an IPO
Preparing for an IPO

Lay the foundation for a successful market entry with a trusted suite designed to support compliance, transparency and stakeholder engagement at every stage of your IPO journey.

Investor Engagement & Targeting
Investor Engagement & Targeting

Reach the right investors and drive engagement with real-time data and insight-led outreach.

Post-IPO Market Positioning
Post-IPO Market Positioning

Stay visible and aligned with investor expectations as you mature on the public markets.

Preparing for a Capital Markets Day
Preparing for a Capital Markets Day

Deliver a compelling narrative at key investor events with data, targeting and messaging support.

Communicating Financial Results & Key Disclosures
Communicating Financial Results & Key Disclosures

Deliver accurate, compliant and compelling financial communications across all digital channels, while reinforcing investor confidence.

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Our comprehensive platform provides the essential tools for investor relations, compliance, and governance.

Ensure MAR compliance & manage insider lists
Ensure MAR compliance & manage insider lists

Achieve MAR compliance with robust insider list management. Navigate EU Market Abuse Regulation requirements, reduce risks, & enhance corporate governance.

Monitor employee personal trading activity
Monitor employee personal trading activity

Enhance compliance with robust employee trade monitoring tools. Prevent insider trading, enforce trading policies, and maintain market integrity.

Establishing secure, online whistleblowing channels
Establishing secure, online whistleblowing channels

Ensure whistleblower protection with secure reporting channels. Utilize anonymous reporting tools, maintain confidentiality, and meet compliance standards.

Stay compliant with global LEI requirements
Stay compliant with global LEI requirements

Manage your LEI compliance efficiently with our LEI solutions. Conduct accurate LEI code lookups and meet international standards.

Run secure & efficient board meetings
Run secure & efficient board meetings

Optimise your board meetings with secure & efficient board meeting software.

Ensure fast & compliant market disclosures
Ensure fast & compliant market disclosures

Simplify regulatory disclosures, strengthen governance, and support a transparent disclosure strategy.

Comprehensive MAR Compliance
Comprehensive MAR Compliance

Achieve full MAR compliance with a complete solution suite covering insider list management, employee personal trading processes and market disclosures.

Comprehensive Regulatory Compliance
Comprehensive Regulatory Compliance

Deliver full compliance coverage from your internal ethical culture to external regulatory obligations with an integrated compliance suite.

Governance & Ethical Oversight
Governance & Ethical Oversight

Support robust board governance and ethical conduct with integrated tools for secure collaboration, transparency and accountability.

Multi-Jurisdictional Regulatory Compliance
Multi-Jurisdictional Regulatory Compliance

Ensure compliance across borders with integrated solutions that meet regulatory demands in multiple jurisdictions.

Executive Leadership & Board Efficiency
Executive Leadership & Board Efficiency

Empower executive teams and board members with secure, collaborative tools that enhance governance, oversight and ethical leadership.

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Accelerate M&A deals while protecting sensitive data

Everything you need to manage complex transactions with confidence.

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Our comprehensive platform provides the essential tools for investor relations, compliance, and governance.

Communicate updates with engaging webinars and webcasts
Communicate updates with engaging webinars and webcasts

Protect your reputation and ensure regulatory alignment with secure, responsive solutions designed for times of heightened scrutiny.

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Stage an Investor Day worthy of your strategy

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Run a flawless AGM your shareholders will remember

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Deliver every earnings call with absolute precision

Crisis Response & Reputation Protection
Crisis Response & Reputation Protection

Protect your brand with advanced reputation management and crisis response tools.

Leadership Communication
Leadership Communication

Enhance corporate messaging with trusted delivery, sustainability alignment and secure governance tools.

Secure Board & Committee Communications
Secure Board & Committee Communications

Strengthen boardroom governance with secure digital tools for collaboration and compliance.

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Our comprehensive platform provides the essential tools for investor relations, compliance, and governance.

Gain expertise in capital markets communications
Gain expertise in capital markets communications

Enhance decision-making, understand market trends, and drive strategic growth.

Gain essential compliance knowledge
Gain essential compliance knowledge

Advance your career with expert-led compliance courses & certification programs.

Professional Development & IR Expertise
Professional Development & IR Expertise

Strengthen internal IR capabilities and sustainability knowledge with expert-led learning and tailored support.

Bespoke in-person training
Bespoke in-person training

Build expertise with bespoke compliance training and governance courses.

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Our comprehensive platform provides the essential tools for investor relations, compliance, and governance.

Class in training session
View all courses

Browse our IR, Compliance and Governance professional development courses and certifications

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Bespoke training

Develop the exact skills your team needs to succeed in capital markets

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Our certification programmes

Stay ahead with widely recognised certifications

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IR Certification Programme

Build trust through expert IR communication

Training session in progress
Capital Markets Compliance & Integrity Manager Certification

Navigate today's complex regulatory environment with confidence

ESG strategy in action
ESG Coaching

Learn sustainability strategy from ESG experts

Group training session
MAR training

Dedicated training for compliance officers and employees of issuers

Official documents
Whistleblowing training

Help your employees understand their obligations and potential sanctions

Need a different solution?

Our comprehensive platform provides the essential tools for investor relations, compliance, and governance.

Need a different solution?

Power your investor relations, governance, compliance and corporate communication—all from a single secure, professional-grade portal.

Need a different solution?

Power your investor relations, governance, compliance and corporate communication—all from a single secure, professional-grade portal.

Need a different solution?

Power your investor relations, governance, compliance and corporate communication—all from a single secure, professional-grade portal.

Glossary

Enrich your compliance vocabulary and gain a deeper understanding of regulatory compliance terminology.

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Power your investor relations, governance, compliance and corporate communication—all from a single secure, professional-grade portal.

Success Stories

Learn how publicly traded and private companies are strengthening their corporate governance, streamlining compliance, and enhancing investor engagement.

Need a different solution?

Power your investor relations, governance, compliance and corporate communication—all from a single secure, professional-grade portal.

MY SHAREHOLDERS ANALYTICS

Turn your ownership data into a genuine IR Strategy

  • A full view of your institutional ownership, refreshed weekly from FactSet
     
  • Identify your top buyers and sellers, and under and over-weighted fund
     
  • Map your shareholder base by geography and investment style
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The dashboard that makes your shareholder base a starting point, not a yearly audit

Understanding who holds your shares, who's buying, who's selling, and where the targeting opportunities lie used to mean cross-referencing several exports. My Shareholders Analytics brings this data together on a single dashboard, refreshed weekly through an automated FactSet pipeline, and designed as the new home page for your IR activity.  

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Understand your structure at a glance

A dynamic overview of top ownership and key shareholder thresholds.

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Analyse investor behaviour

Track top reported buyers and sellers, and monitor position changes.

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Target more intelligently

Easily identify underweighted and overweighted funds versus your peers.

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Visualise your shareholder base

Interactive geographic distribution and a breakdown by investment style.

MY SHAREHOLDERS ANALYTICS

From raw data to IR decision

1 Step 1

Ingest

FactSet data is ingested automatically every week.

2 Step 2

Explore

Browse the dashboard: top holders, thresholds, changes over time.

3 Step 3

Compare

Identify under- and overweighted funds versus peers.

4 Step 4

Act

Align roadshows and targeting with the movements observed.

SHAREHOLDERS OVERVIEW

Your ownership structure, refreshed weekly with no manual work

A fully automated FactSet ingestion pipeline feeds the dashboard every week — no need to wait for a quarterly report to know where your shareholder base stands.

  • Dynamic overview of top ownership and key shareholder thresholds
  • Identification of the major contributors to ownership changes
  • Data refreshed automatically every week from FactSet
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INVESTOR BEHAVIOUR & TARGETING

Spot underweighted funds before your competitors do

Tracking flows, position changes and each fund's positioning against your peers turns an observation into a concrete targeting action.

  • Tracking of top reported buyers and sellers
  • Identification of under-weighted and over-weighted funds vs peers
  • Geographic and investment-style breakdown in one click

 

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DATA QUALITY & FRESHNESS

Reliable shareholder intelligence, continuously refreshed

The dashboard runs on an automated FactSet data pipeline, with the option to go further through Euronext's shareholder identification. 

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Automated FactSet pipeline

Weekly ingestion of ownership data, with no manual work required.

 

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Advanced filtering & export

Filter by fund, threshold or style, and export the views that matter.

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EU hosting

Ownership data hosted and processed within the European Union.

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Euronext shareholder identification

Can be combined with Euronext's Shareholder Analysis service for SRD2-compliant identification.

Go further with Shareholder Analysis

My Shareholders Analytics runs on the disclosed ownership data available through FactSet. For more precise shareholder identification, including undisclosed holders, IR.Manager can be combined with Shareholder Analysis, Euronext's dedicated shareholder identification service, integrated into IR.Manager under the name Shareholder Inside, which enriches your records with SRD2-compliant proprietary data.

Integrations
FactSet Investor CRM Investor Targeting Shareholder Analysis

Discover My Shareholders Analytics

An IR.Manager specialist will offer you a personalised walkthrough of the dashboard.

Request a demo

FAQ

Does My Shareholders Analytics replace our Shareholder Analysis subscription?

 No. My Shareholders Analytics runs on the disclosed ownership data available through FactSet. For more precise, SRD2-compliant shareholder identification, IR.Manager can be combined with Euronext's Shareholder Analysis service (integrated under the name Shareholder Inside), which enriches your records with proprietary data. 

How often is the data updated?

 The FactSet ingestion pipeline is fully automated and refreshes the data every week. 

Can the dashboard's views be filtered and exported?

Yes, the tables and charts can be filtered by fund, threshold or investment style, and exported. 

Does the dashboard replace the IR.Manager home page?

Yes, the Shareholders Analytics Overview becomes the new home page, giving an immediate view of your shareholder base as soon as you log in.