Ipreo LLC

Industry-leaders in execution software and market intelligence for investment banks and corporations around the world Investment Banks | Investors | Investor Relations

BD Vision

BD Vision is Ipreo's enterprise-level Capital Markets CRM platform designed to drive enhanced productivity and effectiveness of institutional sell-side professionals. BD Vision combines our clients' proprietary data, the industry leading buy-side content of the Bigdough Database and robust CRM functionality to give analysts and salespeople a consolidated and actionable view of their information universe.

BD Vision is the only financial CRM on the market designed by Capital Markets professionals solely for Capital Markets professionals.

  • Tailor-made for institutional Capital Markets professionals with the ability to easily integrate with other platforms and databases; creating a one-stop shop for all of your financial CRM needs (contacts, data, event planning, roadshow management, communication, etc.)
  • Allows users and their managers to truly know their customers and what's important to them
  • Combines state-of-the-art CRM technology with the best multi-asset class institutional contact data, profiles and portfolio holdings data in the industry
  • Streamlines the communication loops between research analysts, research salespeople and traders through collaborative functionality

For more information on BD Vision, please visit www.investormanagement.com.

BD Advanced

Built on the legacy of industry-leading institutional contacts data & profiles, Ipreo's BD Advanced platform is the next generation of investor relationship management. Created to support capital markets professionals in their prospecting and investor outreach efforts, BD Advanced provides access to superior institutional contact and portfolio holdings data via a flexible and intuitive interface.

  • The quality of Bigdough data coupled with more advanced searching and screening functionality for faster access to the clients and prospects that matter most to you
  • Comprehensive multi-asset class contact information, profiles and holdings (including fixed-income)
  • The most robust hedge fund database on the market
  • Profiles & "scouting reports" help prepare for road shows and meetings
  • Easy-to-use CRM module enables centralized messaging, tracking & list management
  • Global industry standard for outstanding customer service

For more information on BD Advanced, please visit www.investormanagement.com.

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Contact Us

Capital Markets
Ipreo Customer Service:
The Americas: 800.254.1005
Europe & MENA: +44 (0) 20 7665 9820
Asia-Pacific: +852 5808 2615

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