Irwin Overview

Irwin is a comprehensive investment management software designed to streamline investment tracking, portfolio management, and reporting for financial professionals. The platform provides real-time insights into asset performance, helping investment managers make informed decisions. Irwin’s user-friendly interface allows for easy monitoring of individual investments, market trends, and overall portfolio health. With features such as automated reporting, risk assessment tools, and tax optimization, Irwin simplifies complex investment processes. It also offers integration with various financial data sources, ensuring accurate, up-to-date information. Irwin’s robust analytics tools help portfolio managers analyze returns, identify trends, and optimize asset allocation. Ideal for asset managers, financial advisors, and individual investors, Irwin provides a powerful solution for managing investments efficiently, minimizing risk, and maximizing returns.

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Irwin Screenshot & Video

Contact Details

  • Vendor Name Platform Group
  • Founded
  • Location Canada

Support

  • Email Email
  • Phone Phone
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Investment Management, Real Estate, Venture Capital

Irwin Features

  • Arrow Icon Expense Tracking
  • Arrow Icon Forecasting
  • Arrow Icon Template Management
  • Arrow Icon Relationship Tracking
  • Arrow Icon Interaction Tracking
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Activity Tracking
  • Arrow Icon Client Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Reports
  • Arrow Icon Email Management
  • Arrow Icon CRM
  • Arrow Icon Search/Filter
  • Arrow Icon Email Marketing
  • Arrow Icon Task Management
  • Arrow Icon Document Management
  • Arrow Icon Lead Management
  • Arrow Icon Calendar Management
  • Arrow Icon Customer Database
  • Arrow Icon Campaign Management
  • Arrow Icon Marketing Automation
  • Arrow Icon Activity Dashboard
  • Arrow Icon Territory Management
  • Arrow Icon Contact Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon For Financial Institutions
  • Arrow Icon Financial Management
  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

Irwin Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • CAD ($) CAD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • NA

Irwin FAQs

Irwin is a comprehensive investment management software designed to streamline investment tracking, portfolio management, and reporting for financial professionals. The platform provides real-time insights into asset performance, helping investment managers make informed decisions. Irwin’s user-friendly interface allows for easy monitoring of individual investments, market trends, and overall portfolio health. With features such as automated reporting, risk assessment tools, and tax optimization, Irwin simplifies complex investment processes. It also offers integration with various financial data sources, ensuring accurate, up-to-date information. Irwin’s robust analytics tools help portfolio managers analyze returns, identify trends, and optimize asset allocation. Ideal for asset managers, financial advisors, and individual investors, Irwin provides a powerful solution for managing investments efficiently, minimizing risk, and maximizing returns.

  • No, Irwin does not offer a free version.

  • Yes, Irwin offers a free trial.

  • No, Credit Card details are not required for the Irwin trial.

  • No, Irwin does not offer an API.

  • Irwin offers support with the following options:
    • Email , Phone , Knowledge Base , FAQs/Forum

  • Irwin offers training with the following options:
    • Live Online , Webinar , Documentation , Videos

  • Irwin supports the following languages:
    • English

  • Following are the typical users of the Irwin:
    • Self-Employed , Small-Business , Midsize-Business

  • Irwin supports the following deployment:
    • Cloud Hosted

  • Irwin supports the following devices and operating systems:
    • Web-Based