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Financial Technology Year

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Shape

from Shape Software

Cloud-based investor relations and stakeholder engagement platform designed for fund managers, corporates, and institutional investors. Enables communication, document management, and engagement tracking for investor relations teams.
Is this your Company
Category: Investor Communications Systems
in: Client Relationship Management
Tools for managing mass communications, newsletters, webinars, and other content distribution to clients and prospects, often with tracking and analytics capabilities.

Shape


Category: Investor Relationship Management (IRM) Systems
in: Client Relationship Management
Specialized CRM platforms tailored for asset management that track client interactions, preferences, investment history, and service requirements to optimize the client experience and relationship management.

Shape


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