Q4 Platform Package Details.

Q4 Platform Base

Features Included

Chat

  • Engage with Q, your IRO Agent™, through an interactive AI Chat that answers questions, analyzes data, and generates content using natural language conversations.
  • 3,000 prompts per year (shared across all users)
  • Prompts reset annually on contract anniversary date
  • 7-day chat archive
  • Cross-Thread Memory in Platform 

Engagement Analytics

  • Investor behavior tracking system that monitors how investors interact with your company across digital touchpoints including your website and events.
  • Full access to Q4's database of nearly 1 million investor profiles
  • Behavioral data from 2,500+ issuer websites
  • Quarterly database updates
  • Data export and benchmarking capabilities
  • Analytics code snippet for website tracking

Peer Monitoring

  • Track up to 5 peer companies/stock tickers
  • AI-generated earnings transcript summaries for up to 5 peers

Data Access

  • Public data: 13F filings, transcripts, stock data, news, press releases
  • Client data: Your proprietary information, website analytics, email metrics
  • Q4 engagement data: Limited to visitors on your properties only
  • Access to Fundamental News/Data

Training

  • Q4 AI Essentials Workshop (60 minutes, must be scheduled within 90 days)

Support & Service Access

  • 24/7 support
  • Multiple contact channels (email, phone, chat)
  • Access to Q4 help center and documentation
  • Two-factor authentication (2FA)

Buy-Up Options (Prorated)

  • Additional 6,000 prompts: $3,000 per year 

Terms

  • All prompt limits are shared across your entire organization
  • Prompt usage resets annually on contract anniversary date
  • Exceeding prompt limit triggers one-time overage fee
  • Overage penalty: $1,500 for 1,200 prompts if annual limit exceeded
  • Peer companies selected at platform level, apply to all users

Q4 Platform Plus

Features Included

Chat

  • Engage with Q, your IRO Agent, through an interactive AI Chat that answers questions, analyzes data, and generates content using natural language conversations.
  • 9,000 prompts per year (shared across all users)
  • Prompts reset annually on contract anniversary date
  • 30-day chat archive
  • Cross-Thread Memory in Platform 

Engagement Analytics

  • Investor behavior tracking system that monitors how investors interact with your company across digital touchpoints including your website and events.
  • Full access to Q4's database of nearly 1 million investor profiles
  • Behavioral data from 2,500+ issuer websites
  • Quarterly database updates
  • Data export and benchmarking capabilities
  • Analytics code snippet for website tracking

AI Dashboard & Agent Library

  • Self-service analytics platform where users create custom data visualizations and deploy AI agents to automate specific IR tasks and workflows.
  • 10 agents and up to 10 dashboards per user
  • Create custom agents and outputs
  • Access to pre-built agent library

Peer Monitoring

  • Track up to 15 peer companies/stock tickers
  • AI-generated earnings transcript summaries for up to 15 peers

Data Upload

  • Secure document storage system that allows you to upload proprietary files for AI analysis and integration into IR workflows.
  • Bulk data upload and file storage
  • Up to 250MB total storage (shared across all users)
  • 5MB per file limit (up to 5 files per upload)
  • Supported formats: PDF, Word, Excel, PowerPoint, CSV

Relationship Management

  • Meeting notes capture with AI analysis
  • Activity tracking and insights
  • Built-in CRM capabilities

Earnings Co-Pilot

  • AI-powered earnings call script generation

Data Access

  • Public data: 13F filings, transcripts, stock data, news, press releases
  • Client data: Your proprietary information, website analytics, email metrics
  • Full Q4 engagement database with investor profiles and behavioral data
  • Access to Fundamental News/Data

Training

  • Q4 AI Essentials Workshop (60 minutes, must be scheduled within 90 days)

Support & Service Access

  • 24/7 support
  • Multiple contact channels (email, phone, chat)
  • Access to Q4 help center and documentation
  • SSO (Single Sign-On)
  • Two-factor authentication (2FA)

Buy-Up Options (Prorated)

  • Additional 6,000 prompts: $3,000 per year
  • Additional 10 agents & 250MB storage: $500 per year

Terms

  • Prompt limits shared across entire organization, reset annually on contract anniversary
  • Dashboard agents limited to 10 per user for contract term
  • Dashboard limits apply per individual user for full contract term
  • Data upload limits shared across organization, accumulate throughout contract term
  • Exceeding prompt limit triggers one-time overage fee
  • Overage penalty: $1,500 for 1,200 prompts if annual limit exceeded
  • Peer company selection managed at platform level for all users

Q4 Platform Premium

Features Included

Chat

  • Engage with Q, your IRO Agent, through an interactive AI Chat that answers questions, analyzes data, and generates content using natural language conversations.
  • 15,000 prompts per year (shared across all users)
  • Prompts reset annually on contract anniversary date
  • 30-day chat archive
  • Cross-Thread Memory in Platform 

Engagement Analytics

  • Investor behavior tracking system that monitors how investors interact with your company across digital touchpoints including your website and events.
  • Full access to Q4's database of nearly 1 million investor profiles
  • Behavioral data from 2,500+ issuer websites
  • Quarterly database updates
  • Data export and benchmarking capabilities
  • Analytics code snippet for website tracking

AI Dashboard & Agent Library

  • Self-service analytics platform where users create custom data visualizations and deploy AI agents to automate specific IR tasks and workflows.
  • 25 agents and up to 10 dashboards per user
  • Create custom agents and outputs
  • Access to pre-built agent library

Peer Monitoring

  • Track up to 25 peer companies/stock tickers
  • AI-generated earnings transcript summaries for up to 25 peers 

Data Upload

  • Secure document storage system that allows you to upload proprietary files for AI analysis and integration into IR workflows.
  • Bulk data upload and file storage
  • Up to 2GB total storage (shared across all users)
  • 5MB per file limit (up to 5 files per upload)
  • Supported formats: PDF, Word, Excel, PowerPoint, CSV

Relationship Management

  • Meeting notes capture with AI analysis
  • Activity tracking and insights
  • Built-in CRM capabilities

Earnings Co-Pilot

  • AI-powered earnings call script generation

Data Access

  • Public data: 13F filings, transcripts, stock data, news, press releases
  • Client data: Your proprietary information, website analytics, email metrics
  • Full Q4 engagement database with investor profiles and behavioral data
  • Access to Fundamental News/Data

Training

  • Q4 AI Essentials Workshop (60 minutes, must be scheduled within 90 days)

Support & Service Access

  • 24/7 support
  • Multiple contact channels (email, phone, chat)
  • Access to Q4 help center and documentation
  • SSO (Single Sign-On)
  • Two-factor authentication (2FA)

Buy-Up Options (Prorated)

  • Additional 6,000 prompts @ $3,000 per year 
  • Additional 10 agents & 250MB storage: $500 per year

Terms

  • Prompt limits shared across entire organization, reset annually on contract anniversary
  • Dashboard limits apply per individual user for full contract term
  • Data upload limits shared across organization, accumulate throughout contract term
  • Exceeding prompt limit triggers one-time overage fee
  • Overage penalty: 1,200 prompts @ $1,500 per year if annual limit exceeded
  • Peer company selection managed at platform level for all users