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Q4 Desktop

Actionable intelligence. Simplified workflow. Improved ROI.

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 industry-first Ai targeting and pipeline solutions, customizable dashboard, itinerary building and roadshow planning tools, 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

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.

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AI Targeting

Helping you meet with the right investors, always.

Powered by iris, Q4 Desktop’s AI-engine, AI Targeting analyzes the trading patterns of all US funds, creates real-time profiles and generates live predictions of their investment behavior. This is then matched against stocks,trading patterns and fundamentals. AI Targeting is aligned with firm and fund profiles and delivered as geographic heatmaps. It includes an extensive set of investment drivers to easily identify the best investor matches.

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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 250,000 global IR contacts, or create your own contacts. Use Q4's Report Builder tool to easily report on correlations between outreach activity and changes in your ownership base.

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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.

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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.

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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.

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Surveillance

Gain true insights into your stock.

Track investor behaviour and address potential risks before they occur. Our activist alerts provide the industry’s earliest warning of potential activists or hostile situations. Daily reporting allows you to easily track and record shifting positions in your shareholder base for your management team and board of directors.

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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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Access the power of Q4 Desktop with Amazon’s Alexa voice service and enjoy fast,
accurate, and actionable market data, financial information, website analytics and more.