--- title: "Irwin Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Irwin Software - reviews, pricing plans, popular comparisons to other Investment Management products and more." source_url: "https://www.capterra.com/p/195582/Irwin/" page_type: "product" language: "en" --- # Irwin Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Irwin ## What is Irwin? Find, engage and build relationships with the right investors at the right time so that you can focus on doing what you do best - building your business. Irwin has the most accurate and comprehensive shareholder monitoring capabilities by combining unique data sets to give you the full picture. Identify and connect with high-quality investors, keep track of all your IR activity in one place, and access research, estimates and transcripts. ## What is Irwin used for? [Investment Management](https://www.capterra.com/investment-management-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Irwin?[Manage this product listing](https://www.g2.com/products/irwin/claim_requests/new?auto=true) ## Irwin Overview Updated September 2026 AI summary Irwin provides investment management software designed for organizations of all sizes, offering tools for tracking investments, analyzing financial data, and monitoring performance metrics. Key features include a client portal, customizable reporting, and support for bonds and stocks. With deployment via cloud, SaaS, and web, Irwin also offers API access and mobile functionality for greater flexibility. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Irwin 0.0 VS. [### Creatio AI CRM](https://www.capterra.com/p/130149/bpm-online-CRM/) [4.7 (151)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Starting Price Contact vendor Starting Price $40 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.7 (146) Value For Money 0.0 (0) Value For Money 4.6 (137) Customer Service 0.0 (0) Customer Service 4.7 (143) ## Irwin alternatives [DealCloud](https://www.capterra.com/p/139967/DealCloud/) [4.5 (21)](https://www.capterra.com/p/139967/DealCloud/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/139967/DealCloud/) Highest Rated [MadeMarket](https://www.capterra.com/p/265141/MadeMarket/) [4.8 (20)](https://www.capterra.com/p/265141/MadeMarket/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/265141/MadeMarket/) [Dynamo Software](https://www.capterra.com/p/67068/Dynamo/) [4.6 (34)](https://www.capterra.com/p/67068/Dynamo/reviews/) Starting price $1.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/67068/Dynamo/) [Backstop](https://www.capterra.com/p/169054/Backstop/) [4.3 (46)](https://www.capterra.com/p/169054/Backstop/reviews/) Starting price $3000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/169054/Backstop/) ## FAQs about Irwin Features and Usability ### What are the key features of Irwin? Irwin offers CRM and contact management, client portals, and access controls/permissions for relationship management. It also includes investments tracking, bonds/stocks, financial analysis, and financial management, plus reporting and analytics through customizable reports, visual analytics, activity dashboards, and data import/export. Integrations ### Which third-party tools and platforms does Irwin integrate with? Irwin connects natively to Gmail and Microsoft Outlook for email integration. These built-in connections cover the main communication platforms listed in the catalog, giving Irwin support for two third-party tools. Getting Started and Support ### What training and onboarding options does Irwin offer? Irwin provides live online training, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation offers written reference material and videos provide visual walkthroughs for self-paced review of features and setup steps. Getting Started and Support ### What customer support options does Irwin offer? Irwin provides Email/Help Desk, FAQ/Forum, Knowledge Base, and Phone Support. Support details in the catalog show the channels available for users seeking help with setup, troubleshooting, or product questions. No reviewer feedback about response speed or support quality is available in the provided data. ## Features AI summary Based on 877 Investment Management reviews Capterra data shows that buyers of investment management software rank the following features as their top priorities: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) Irwin supports all three of the features reviewers identify as most important: **Performance Metrics**, **Reporting/Analytics**, and **Investments Tracking**. Together, these capabilities give teams a clear view of portfolio results, make it easier to monitor holdings and activity, and provide the reporting insight needed for better investment decisions, helping businesses track performance accurately and respond faster to changing market conditions. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities API Application programming interface that allows for integration with other systems/databases Bonds/Stocks Purchase and track both bonds and stocks in the portfolio Client Portal Private online space that lets businesses securely share documents and provide information access to clients Customizable Reports Alter the layout and content of reports Data Import/Export Import and export data to and from software applications Irwin 16 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - API: Application programming interface that allows for integration with other systems/databases - Bonds/Stocks: Purchase and track both bonds and stocks in the portfolio - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Email Templates: Pre-made examples and templates for emails - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Investment Advisors: Used by financial advisors and money managers - Investments Tracking: Monitor capital allocation and asset prices over time - Mobile Access: Access software remotely via mobile devices - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data --- ## Pricing ## Integrations [ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.