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.


The information you need, when you need it.

A fully customizable dashboard, 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 your workflow and data prioritization.

Full List of Features

AI Targeting

Helping you meet with the right investors, always.

AI Targeting analyzes the trading patterns of all US funds, creates real-time profiles and generates live predictions of their investment behavior in an ever-growing database. This is then matched against stocks, trading patterns and fundamentals. With the addition of contact-level targeting and an all-new advanced search engine, you are now able to search for, compare and assess different investors, helping you to find the right fund manager, every time.

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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 320,000 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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Understand the true value of your IR program.

The Pipeline tool 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 with institutional quality insights on 30,000 equities trading on LSE, Euronext, NASDAQ OMX Nordic, NYSE, NASDAQ. 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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Report Builder

Prepare Management.

Inform senior leadership on stock performance and shareholder trends with accurate board reports that immediately integrate into your workflow. With Report Builder, rapidly aggregate and visualize financial data, while easily building and exporting board reports into fully editable PowerPoint or Excel files for further customization. Automate your reporting process, to save greater than 50% of the time currently spent on manual reporting.

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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 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.