AIM vs Clienteer

Starting Price

Not provided by vendor Not provided by vendor

Best For

Private equity, venture capital, real estate, family offices, funds of funds, institutional investors, pension fund managers, placement agents, endowments and foundations

Hedge fund solution for institutional asset managers which helps with transaction reporting, data aggregators, account activity tracking, built-in workflow functionality, tear sheets and more.

Rating

(0)


4.5 / 5
(11)

Ideal number of Users

2 - 1000+

1 - 1000+

Ease of Use


4.5 / 5

Customer Support


5 / 5

Features & Functionality


4.5 / 5

Value for Money


5 / 5

Product Features

  • check Account Alerts
  • check Asset Management
  • close Expense Tracking
  • close Household Tracking
  • close Influence Tracking
  • check Lead Management
  • check Marketing Management
  • close Relationship Tracking
  • close Team Assignments
  • check Territory Management
  • close Account Alerts
  • check Asset Management
  • close Expense Tracking
  • close Household Tracking
  • close Influence Tracking
  • close Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • close Team Assignments
  • close Territory Management

Screenshots

View 5 screenshots 86126 thumb
View 3 screenshots 95817 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

share Share Your Comparison of Clienteer vs AIM

AIM vs Clienteer

Share

share Share Your Comparison of Clienteer vs AIM