Product
Turn investor data into actionable targets, explainable insights, and stronger relationships.
Request a demoSee use casesTrusted by IR teams across Europe, the United States & Asia
By manager type
By region
Why an IR CRM
Connect people, institutions, and funds so every interaction is informed, transparent, and trusted.
Targets, shareholders, meetings, and roadshows modelled the way IR actually works.
Global shareholder data as your single source of context, so you engage the right investors at the right time.
Clear scores and data points, ownership context, and touchpoint timelines, so prep is faster and conversations are sharper.
Capabilities
Connected ownership and fund data, explainable AI, and a relationship-first CRM, so you can identify shareholders, target the right investors, and report with confidence.
Investor Relations CRM
Keep every contact, relationship, and interaction in one connected workspace.
Turn your CRM into a strategic hub: enriched investor data, activity tracking, and the context to stay ahead of investor needs.
Explore the IR CRM →Last met 14.05.2026, Las Vegas Conference
Owns 1,180,000 shares, added in Q1
Next step Send Q2 follow-up, due 12 Jun
Intelligent Investor Targeting
Identify relevant targets with explainable AI, and see why each one fits.
Prioritise high-potential investors with regularly updated lists that keep outreach focused and effective.
Explore investor targeting →Target Matches Updated weekly
Services
Technology plus expertise, so you can act faster and with confidence. Each engagement starts as a project, then the results live in the app.
A custom targeting build that sharpens core targeting. The enhanced results then live in your platform and refresh regularly.
Learn more →Full disclosure of beneficial owners, with analysis of how your shareholder base is changing.
Learn more →
FactSet
MS Outlook
Entra ID
MS Graph
IONOSUse cases
From ownership to outcomes, see how ACCNITE supports the everyday IR workflow.
Identify who owns your stock and map exposures with explainable data.
Shareholder Identification →Find and prioritise high-fit investors with AI-assisted targeting.
Investor Targeting →Centralise meetings, emails, and notes, and surface topics, drivers, and next steps.
Engagement →Yes. Contact details, job changes, and firm moves are kept current, so your CRM stays accurate.
Yes. You can obtain a complete disclosure of your shareholder base at any record date you choose, covering institutional and retail investors.
Yes. An Outlook add-in lets you log emails and meetings without double entry, and the platform connects to other systems for a seamless workflow.
Yes. You can export compact investor profiles and briefing kits to prepare for any meeting.
Yes. Peer holdings give you visibility into your peer group's shareholder base, so you can spot trends and find new investors.
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