IRM, Shareholders & Intelligence
The tools you want and the insights you need
Let's TalkTalk to an MZ Specialist
Do you want to know how to empower and streamline your routine? Fill out the form and one of our specialists will contact you.
Investor Relations CRM for managing contacts, activities, and tasks.
-
Monitoring of interest and engagement in the company, integrated with the Mailer and Webcast tools. -
Automatic import and pooling of funds from the custodian bank’s shareholder base. -
Evolution charts of Position vs. Price with investor gain or loss scenarios. -
Daily report with main movements and position evolution.
Contact us on Whatsapp
IRM Functionalities
Improve your Company’s relationship with investors in a simple and integrated way.
Gain relevant insights when dealing with email communications
Information available:
-
Whether the contact is already registered in the IRM databaseee -
Company’s position compared to peers -
Recent interactions/tasks with the contact -
Contact’s engagement with webcasts and sent mailings
Register your contacts and tasks quickly and easily!
-
Automation in importing contacts and tasks -
Simple and intuitive operation in just a few clicks -
Access to a standard spreadsheet template compatible with MZiQ
Get information about your contacts’ engagement
On the Contacts screen, you can see:
-
The activities the contact participated -
The mailings the contact opened -
The webcasts the contact attended
Track all the movement of your shareholders and potential shareholders
Automatic Clustering
Insider Trading
Gains and Losses
Cross-Check Public vs. Private Base
Daily Position
90-Day Position
Shareholder Base Summary Alert
Relevant Stake Increase or Decrease Alert
Automatic Clustering
This suggestion allows the user to perform bulk clustering within the suggested group or within existing groups in their database and even enables the creation of new groups.
Insider Trading
For this reason, it is of utmost importance for companies to know how to conduct proper and effective monitoring in this regard.
With the Shareholders tool, it is possible to simply and intuitively analyze real-time Insider Trading activity through our notifications.
Gains and Losses
The analysis of shareholder gains and losses is key information for the IR team to assist in quick inquiries, and prepare reports for road shows and other meetings.
– Indicators that show how your shareholder is positioned regarding your stock
– Analyze your shareholder’s historical data
– Have access to the best- and worst-case scenarios for stock purchases and sales
Cross-Check Public vs. Private Base
Have your base grouped with shareholding position data of peers through an automatic cross-checking of public and private information.
Visualize how many of your shares are held by your shareholders and how many shares they hold in peer companies, and access other important indicators for your analysis.
AUM analysis, market cap, investment style, turnover, and other shareholder data.
Daily Position
Extract the purchases and sales of monitored shareholders in report format with just a few clicks.
With this report, filling out your CVM 358/Instruction 44* form will become even easier.
90-Day Position
Understand whether a person interested in the Company’s meeting can vote or not.
Through this feature, the IR department will only need to upload the list of documents of interested individuals.
Shareholder Base Summary Alert
Automatic report sent via email after the shareholder base update.
Check the Top 5 in your shareholder base:
– Top Buyers
– Top Sellers
– Position Zeroed Out
– New Holders of each ticker managed in Shareholders
You can also see the number of shares from the cluster in the Top Buyers and Top Sellers.
Relevant Stake Increase or Decrease Alert
Track the share activity of major funds in your peers
Receive an email alert when the filing is made with the CVM.
Have access to information about Funds, Contacts, and Shareholding Positions from around the world.
-
Create portfolios and analyze your listed peers. -
Understand how the funds invest in the companies. -
Access reports and prepare targeting by interest. -
Analyze information about funds and institutions before scheduling meetings.
Do you want to achieve greater accuracy in the analysis of potential investors?
Investor Targeting is a powerful feature that helps the IR team identify and engage stakeholders. It can also be used to promote engagement with current investors and strengthen the relationship with them.