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What is S&P Capital IQ Desktop?

In today's fast-moving market environment, investors expect instant access to news, financial information, and various insights. As a result, it's essential for your investor relations (IR) program to quickly adjust to these evolving demands. The S&P Capital IQ desktop provides IR specialists with crucial market intelligence, enabling them to assess analyst opinions, track shareholder movements, and benchmark their performance against rivals. Start your day with immediate access to key market insights that facilitate your success in this role. Our newly designed investor relations dashboard includes analytics specifically tailored for the IR workflow, featuring a customizable peer watch list, detailed ownership analysis of your company, market charts, significant industry updates, and the latest headlines. You can also smoothly access broker research, financial models, and industry reports in real-time. Furthermore, you will gain an understanding of why certain analysts may not be included in consensus estimates and can monitor individual analysts while linking their forecasts back to the original research. Utilizing our historical data allows you to track revisions and consensus trends over time, giving you a comprehensive perspective on market movements. This all-encompassing tool not only equips you with the resources needed to thrive but also ensures you remain proactive in a constantly changing financial landscape. By embracing these advanced features, you can elevate your IR strategy and strengthen your connections with stakeholders.

What is FundPanel?

FundPanel, created by Aduro Advisors, a key figure in Venture Capital fund administration, allows your back office to efficiently handle the complexities of essential investor communications with speed and precision. Esteemed by numerous significant funds throughout the United States and beyond, FundPanel is recognized as a reliable resource that streamlines the process of generating accurate reports. Both fund managers and investors can easily access comprehensive details about funds, capital commitments, capital calls, distributions, and capital accounts through its intuitive dashboard interface. The platform's ease of use promotes straightforward navigation for all users, allowing for the clear presentation of critical financial information. In addition, it supports secure document sharing and provides real-time performance analytics, fostering transparency and enhancing operational efficiency in fund management. FundPanel also incorporates customizable reporting templates that align with industry standards, guaranteeing that limited partners receive consistently reliable information. By offering a holistic solution that addresses various needs, FundPanel ultimately improves the experience for fund managers and their investors, making it an indispensable tool in fund administration. Furthermore, its commitment to continuous enhancement ensures that users benefit from the latest innovations in financial reporting and communication.

Media

Media

Integrations Supported

BlueFlame AI
Claude for Financial Services
Intapp Conflicts
Intapp DealCloud
Intapp Intake

Integrations Supported

BlueFlame AI
Claude for Financial Services
Intapp Conflicts
Intapp DealCloud
Intapp Intake

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

S&P Global

Company Location

United States

Company Website

www.snlnet.com/marketing/microsite/irsolutions/capital-iq-desktop.html

Company Facts

Organization Name

Aduro Advisors

Company Location

United States

Company Website

www.fundpanel.io

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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