Q4 Desktop is an investor relations platform designed to help publicly traded companies manage their relationships with investors. It offers tools to track investor activity, manage meetings, execute targeting programs, and gain insights from investor engagement. Q4 Desktop aims to streamline investor relations workflows and improve communication for investor relations teams of all sizes.
Who is Q4 Desktop best for
Q4 Desktop is an investor relations platform for managing investor activity, meetings, and targeting programs. Ideal for investor relations professionals at publicly traded companies, especially in finance and technology, it streamlines workflows and improves communication. Q4 Desktop offers tools for contact management, shareholder tracking, investor targeting, and communication tracking.
Best for small businesses.
Suitable for publicly traded companies.
Q4 Desktop features
Type in the name of the feature or in your own words tell us what you need
Supported
Q4 Desktop allows creating and sending reports to investors, including personalized emails.
Supported
Q4 Desktop offers a CRM system specifically designed for investor relations.
Supported
Q4 Desktop supports storing and managing investor contact information using its CRM features.
Supported
Q4 Desktop supports tracking shareholder information and ownership.
Supported
Q4 Desktop offers a large investor database with filtering options for targeting.
Supported
Q4 Desktop can log emails and meetings, and likely calls via activity logging.
Better suited for smaller businesses. Has website analytics, investor targeting, shareholder monitoring, CRM, investor relations management, and FactSet integration. Shows faster growth. Users love the dashboard, organization of NOBO lists, suggested investors, and time savings. Users dislike limited custom reporting options. Pricing is considered positive.
Better fit for private equity, real estate, and venture capital firms. Caters to fundraising and fund administration, while Q4 Desktop focuses on public companies' investor relations. Juniper Square is growing faster and has higher user ratings.
Better for payment processors seeking to manage merchant relationships. A Q4 Desktop alternative focused on merchant onboarding, support, and revenue growth.
Better for investment research and analysis. A strong S&P Capital IQ Pro alternative for those focused on investor relations management. G2 reviews rate it higher.
Better for hedge funds. More focused on CRM, document automation, investor portals, and business intelligence. A Q4 Desktop alternative and competitor.
Q4 Desktop is an investor relations platform for publicly traded companies to streamline communication with investors. It offers tools for investor tracking, meeting management, targeted programs, and engagement insights. It helps investor relations teams improve workflows and communication.
How does Q4 Desktop integrate with other tools?
How does Q4 Desktop integrate with other tools?
Q4 Desktop integrates with other tools through its open API. This allows for seamless data flow between Q4 Desktop and other investor relations platforms, CRM systems, and financial databases. It streamlines workflows and improves communication across various platforms.
What the main competitors of Q4 Desktop?
What the main competitors of Q4 Desktop?
Alternatives to Q4 Desktop include Irwin, Juniper Square, and Obsidian Suite. These platforms offer similar investor relations and communication tools, catering to various financial services firms. Irwin focuses on streamlining workflows, Juniper Square on private investments, and Obsidian Suite on hedge funds.
Is Q4 Desktop legit?
Is Q4 Desktop legit?
Q4 Desktop appears to be a legitimate investor relations platform. G2 reviews rate it 3/5 stars and Glassdoor gives it 3.25/5. Consider exploring alternatives if these ratings are a concern.
How much does Q4 Desktop cost?
How much does Q4 Desktop cost?
I couldn't find pricing details for Q4 Desktop. For the most current pricing information, it's best to contact Q4 Desktop directly or visit their official website.
Is Q4 Desktop customer service good?
Is Q4 Desktop customer service good?
Q4 Desktop's customer service has mixed reviews. While the solutions provided are generally helpful and accurate, users have reported long wait times, indicating potential room for improvement in response time.
Reviewed by
MK
Michal Kaczor
CEO at Gralio
Michal has worked at startups for many years and writes about topics relating to software selection and IT
management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs
of any business and find solutions to its problems.
TT
Tymon Terlikiewicz
CTO at Gralio
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech
department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX,
HR, Payroll, Marketing automation and various developer tools.