iPlanner/iConference

Ipreo's event management solutions include a global meeting and travel logistics planning application for deal and non-deal roadshows and a conference management system that facilitates execution of larger marketing events. This suite of products integrates seamlessly with Ipreo's BD Vision CRM, and Equity & Fixed Income Bookbuilding systems.

  • Calendar permissions control who can create & view events
  • Request & schedule meetings, and communicate in real time with coordinators and salespeople
  • Integrate travel itineraries with event schedules
  • Set-up online registration and allow sales to request one-on-one meetings on behalf of their accounts
  • Resolve meeting conflicts easily
  • Track event budget vs. actuals

Profile Builder

Ipreo's Profile Builder is a versatile tool for creating investor/contact profiles. Our template creation process allows you to create unique customized profiles with branding, exportable to PDF, Excel, Word, and PPT.

  • Global contacts and biographical content from the industry-standard Bigdough database
  • Custom profiles covering major areas of Fixed Income including corporate, mortgage backed, asset backed, governments, sovereigns and municipals
  • Ability to easily incorporate proprietary intelligence
  • Ability to create investor and peer lists for report usage