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Imagineer Clienteer

Overview

Clienteer is an intuitive and highly configurable relationship management platform designed specifically for hedge funds and institutional asset managers to assist in the areas of investor relations, sales & marketing, operations, compliance, and the various workflows related to these activities.

Clienteer provides a comprehensive suite of features within an easy to use and powerful user interface, allowing users to manage communications with their investors and prospects while also keeping track of client accounts and transactions.

Unlike some CRM tools, Clienteer supports multiple deployment options that can scale to the needs of any size organization. Whether it is hosted by our clients, a third-party, or in a private or public cloud, Clienteer's flexible desktop, mobile, and web-based solutions are unrivaled.

Capabilities

Provisioning