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What is Equisolve?

Our approach provides an exceptionally engaging experience for investors and analysts alike, greatly reducing the pressures on issuers. With visually striking designs and a content strategy anchored in data, investors will find the interaction thoroughly captivating. Each investor relations website we create is designed to comply with ADA WCAG 2.1 AA standards, adhere to GDPR and CCPA regulations, utilize HTTPS security, and ensure mobile responsiveness. Our clients enjoy unmatched proactive service that is available around the clock and entirely based in the U.S. Additionally, the Equisolve control environment is subjected to stringent SOC 2 Type II audits, and we incorporate single sign-on (SAML) and multi-factor authentication, all while boasting the most rapid and reliable global infrastructure of any IR website provider, a claim validated by an independent third party. Moreover, every IR website is meticulously tailored to comply with SEC regulations and exchange standards, ensuring a smooth user experience. What truly sets us apart is our innovative approach to content strategy combined with artistic design, which creates a unique offering in the marketplace. Our dedication to staying ahead of industry trends not only elevates our services but also maximizes the value we provide to our clients, fostering long-term partnerships. The seamless integration of technology and design in our solutions ensures that our clients are always equipped to meet the evolving demands of their stakeholders.

What is CommonSubDoc?

CommonSubDoc represents the next evolution in fund management and investor relations, offering a cloud-based SaaS platform with integrated CRM features tailored specifically for fund managers, investment professionals, and fund administrators. What Sets Us Apart? Expertise: Our extensive background in the financial industry equips us with a deep understanding of the distinct obstacles faced by fund managers and investors alike. Cutting-Edge Technology: We are committed to ongoing technological advancements, ensuring that you have access to the most current features and can maintain a competitive edge in the market. Top-Notch Security: Protecting your data is our utmost concern, and our platform incorporates advanced security protocols to safeguard your information. Exceptional Customer Service: Our dedicated support team is always available to assist you throughout your journey, ensuring a seamless and positive user experience. In a rapidly changing financial landscape, we strive to provide not just solutions, but also peace of mind for our clients.

Media

Media

Integrations Supported

Seamless

Integrations Supported

Seamless

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Equisolve

Date Founded

2006

Company Location

United States

Company Website

www.equisolve.com/ir-websites

Company Facts

Organization Name

Formidium Corp.

Date Founded

2016

Company Location

United States

Company Website

www.commonsubdoc.com

Categories and Features

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Categories and Features

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

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