Billing for Investor Relations Portal (For Companies)

The IR Portal is a paid feature designed for companies that want to manage their shareholder communications, share ledger, and cap table through Findex. This guide covers how billing works so you know exactly what to expect.

Last updated About 1 month ago

Overview

Companies using the Findex IR Portal pay a subscription to access the full suite of investor relations tools. This includes the Share Ledger, Investor Updates, Cap Table management, Shareholder Permissions, and IR document storage. Billing is handled directly through your Findex company account.

How Billing Works

  1. When your company activates the IR Portal, you will be prompted to choose a subscription plan.

  2. Enter your payment details in the billing section of your company account.

  3. Your subscription begins immediately, and you gain full access to all IR Portal features.

  4. Billing is recurring -- your payment method is charged automatically at each billing cycle.

  5. You can view your current plan, payment history, and upcoming charges under Company Settings > Billing.

[Image: The Billing section under Company Settings showing the active subscription plan and payment history]

Note: Screenshot should show the billing overview page with a sample plan name, renewal date, and payment history entries.

Managing Your Subscription

  • View your plan -- Go to Company Settings > Billing to see your current subscription tier, renewal date, and pricing.

  • Update payment method -- Click Update Payment in the billing section to change your credit card or payment details.

  • View invoices -- All past invoices are available for download in the Payment History section.

  • Cancel or change plan -- If you need to modify or cancel your subscription, you can do so from the billing page. Changes take effect at the end of your current billing cycle.

What Is Included

Your IR Portal subscription gives your company access to:

  • Share Ledger -- Track share issuance, transfers, and ownership changes.

  • Investor Updates -- Send markdown-formatted communications to shareholders.

  • Cap Table -- Maintain a clear view of your capitalization structure.

  • Shareholder Permissions -- Control which IR widgets shareholders can see.

  • IR Documents -- Store and share documents with your investor base.

Tips

  • Keep your payment method up to date to avoid service interruptions. If a payment fails, you will receive a notification with instructions to update your details.

  • Download invoices from the billing page if you need them for accounting or tax purposes.

  • If you are evaluating the IR Portal for your company, reach out to us to learn about available plans and pricing.

Need Help?

Have billing questions or need to discuss your subscription? Contact us at team@findex.se -- we will get back to you promptly.