Ease of use, visual/graphic displays, mass emails and custom reports
The Irwin platform is set up as a one-stop-shop between building schedules, looking up investor profiles and sending/tracking client communication. Love that the itinerary schedule builder can automatically output investor profiles based on the meetings...
Lack of exportability for certain items (broker volume), lack of OTC data available
Ease of use, visual/graphic displays, mass emails and custom reports
The Irwin platform is set up as a one-stop-shop between building schedules, looking up investor profiles and sending/tracking client communication. Love that the itinerary schedule builder can automatically output investor profiles based on the meetings...
Lack of exportability for certain items (broker volume), lack of OTC data available