Q4 Desktop

A desktop that works the way you do.

Q4 Desktop is the most innovative IR CRM on the market. Designed to simplify and streamline an IR team’s workflow, the platform integrates all of the critical tools required to build a successful IR program and improve ROI, including pipeline tools, customizable dashboard, itinerary building and roadshow planning, extensive database, actionable intelligence and more.

Q4 Desktop

A desktop that works the way you do.

Q4 Desktop is the most innovative IR CRM on the market. Designed to simplify and streamline an IR team’s workflow, the platform integrates all of the critical tools required to build a successful IR program and improve ROI, including pipeline tools, customizable dashboard, itinerary building and roadshow planning, extensive database, actionable intelligence and more.

Features

All the IR tools you need in one innovative platform.

Q4 Desktop is the industry’s first fully integrated IR CRM. With institutional quality insights on 30,000 equities trading on LSE, Euronext, NASDAQ OMX Nordic, NYSE, NASDAQ as well as innovative targeting, pipeline and CRM functionality with over 350,000 firm, fund and contact profiles.

Full List of Features

Features

All the IR tools you need in one innovative platform.

Q4 Desktop is the industry’s first fully integrated IR CRM. With institutional quality insights on 30,000 equities trading on LSE, Euronext, NASDAQ OMX Nordic, NYSE, NASDAQ as well as innovative targeting, pipeline and CRM functionality with over 350,000 firm, fund and contact profiles.

Full List of Features

Dashboard

The information you need, when you need it.

A new fully customizable dashboard, which provides one-click access to all critical data within Q4 Desktop, including CRM, stock, news, peers, trading, estimates and ownership/targeting analytics. The dashboard is completely flexible allowing broad customization to suit every type of workflow and data prioritization.

Dashboard

The information you need, when you need it.

A new fully customizable dashboard, which provides one-click access to all critical data within Q4 Desktop, including CRM, stock, news, peers, trading, estimates and ownership/targeting analytics. The dashboard is completely flexible allowing broad customization to suit every type of workflow and data prioritization.

Pipeline

Understand the true value of your IR program.

An industry-first, Pipeline helps you identify, track, manage and report on deal flow, from initial meeting through to investment made. Add deals to your pipeline, assign tasks to push deals forward, and track progress in your dashboard. You can segment opportunities, preserving your base and increasing high quality investors. Through simplified reporting and tracking tools, you’ll have greater transparency into your deal pipeline to measure success with potential investors.

Pipeline

Understand the true value of your IR program.

An industry-first, Pipeline helps you identify, track, manage and report on deal flow, from initial meeting through to investment made. Add deals to your pipeline, assign tasks to push deals forward, and track progress in your dashboard. You can segment opportunities, preserving your base and increasing high quality investors. Through simplified reporting and tracking tools, you’ll have greater transparency into your deal pipeline to measure success with potential investors.

CRM

Helping you better engage with the street.

Track your meetings, pending deals, emails, phone calls, road shows and conferences across all devices. Easily view historical and future interactions against our database of over 220,000 global IR contacts, or create your own contacts. Use Q4 Desktop calendar to improve collaboration among your team, as you manage your database and generate reports, tear sheets and briefing books.

Request Demo Brochure

CRM

Helping you better engage with the street.

Track your meetings, pending deals, emails, phone calls, road shows and conferences across all devices. Easily view historical and future interactions against our database of over 220,000 global IR contacts, or create your own contacts. Use Q4 Desktop calendar to improve collaboration among your team, as you manage your database and generate reports, tear sheets and briefing books.

Request Demo Brochure

Continuous SRA

Gain true insights into your performance.

Monitor shareholder movements as close to real-time as possible. With this unprecedented advancement in SRA, you will no longer be bound by monthly delivery schedules. Break free from any restrictions and be alert to an activist presence on your share register and measure the effectiveness of your investor targeting program on a continuous basis.

Targeting

Maximize the return on investor outreach.

Accurately match issuers with qualified institutional investors at the firm and fund level. With seamless activity logging, exportable search data, printable tear sheets and briefing books, and comprehensive ownership activity, targeting the right investors for your business becomes easier and more accurate.

Targeting

Maximize the return on investor outreach.

Accurately match issuers with qualified institutional investors at the firm and fund level. With seamless activity logging, exportable search data, printable tear sheets and briefing books, and comprehensive ownership activity, targeting the right investors for your business becomes easier and more accurate.

Company Profile

Be in the know.

With Q4 Desktop, you can analyze stock and options order flow to anticipate near-term market sentiment, gain access to a quantifiable and forward-looking model of market expectations, leverage historical volatility scores, and evaluate the current level of risk associated with your company in the market.

Company Profile

Be in the know.

With Q4 Desktop, you can analyze stock and options order flow to anticipate near-term market sentiment, gain access to a quantifiable and forward-looking model of market expectations, leverage historical volatility scores, and evaluate the current level of risk associated with your company in the market.

Estimates and Research

Knowledge is key.

Understand how the sell-side views your company, peers, and industry. Access current, future, and historical consensus estimates for over 30 fundamental data line items and benchmark earnings results against the expectations of the investment community. Gain comprehensive broker-level research, recommendations, and revisions, plus sector-specific and commodity estimates.

Estimates and Research

Knowledge is key.

Understand how the sell-side views your company, peers, and industry. Access current, future, and historical consensus estimates for over 30 fundamental data line items and benchmark earnings results against the expectations of the investment community. Gain comprehensive broker-level research, recommendations, and revisions, plus sector-specific and commodity estimates.

Shareholder Id

Gain true insights into your performance.

Monitor shareholder movements as close to real-time as possible. With this unprecedented advancement in SRA, you will no longer be bound by monthly delivery schedules. Break free from any restrictions and be alert to an activist presence on your share register and measure the effectiveness of your investor targeting program on a continuous basis.

Tools & Services

Gain the ultimate team player.

With our integrated tools and services – such as chat, tagging, seamless activity logging, team notifications, and more – you can optimize collaboration among team members, ensuring that everyone has the information they need at their fingertips, at all times.

Tools & Services

Gain the ultimate team player.

With our integrated tools and services – such as chat, tagging, seamless activity logging, team notifications, and more – you can optimize collaboration among team members, ensuring that everyone has the information they need at their fingertips, at all times.

Mobile

Mobile Q4 Desktop on-the-go.

Q4 mobile integrates its industry-leading CRM and intuitive workflow tools with the flexibility to access critical content and insights from anywhere, at anytime. Seamlessly log notes and create contacts while on-the-go. Understand what the market is telling you about your stock’s performance with live-updating and natural language commentary. Gain insight into investment background, approach and ownership information for any contact, institution or fund on your mobile device.

Mobile

Mobile Q4 Desktop on-the-go.

Q4 mobile integrates its industry-leading CRM and intuitive workflow tools with the flexibility to access critical content and insights from anywhere, at anytime. Seamlessly log notes and create contacts while on-the-go. Understand what the market is telling you about your stock’s performance with live-updating and natural language commentary. Gain insight into investment background, approach and ownership information for any contact, institution or fund on your mobile device.

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