Clienteer vs Cogency

Best For

Who Uses This Software?

We serve Hedge Funds and other Institutional Managers including Traditional Asset Managers, Wealth Mangers, Private Equity, Fund of Fund Mangers and more.

Not provided by vendor

Target Customer Size (Users)

1000+

1 - 499

Pricing

Starting Price

Not provided by vendor

$1.00/month

Free Trial

No Not provided by vendor

Free Version

No Not provided by vendor

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Features

  • Compliance Management
  • Contact Management
  • Investor Accounting
  • Investor Reporting
  • P&L Calculation
  • Partnership Accounting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management
  • Compliance Management
  • Contact Management
  • Investor Accounting
  • Investor Reporting
  • P&L Calculation
  • Partnership Accounting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management

Screenshots

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Ratings

Overall


4.5 / 5
(10)
(0)

Ease of Use


4.5 / 5

Customer Service


5 / 5

Features & Functionality


4.5 / 5

Value for Money


5 / 5

Training & Support

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
Not provided by vendor

share Share Your Comparison of Cogency vs Clienteer


Clienteer vs Cogency

Clienteer

by Imagineer Technology Group

Cogency

by Cogency Software

Best For

Who Uses This Software?

We serve Hedge Funds and other Institutional Managers including Traditional Asset Managers, Wealth Mangers, Private Equity, Fund of Fund Mangers and more.

Not provided by vendor

Target Customer Size (Users)

1000+

1 - 499

Pricing

Starting Price

Not provided by vendor

$1.00/month

Free Trial

No Not provided by vendor

Free Version

No Not provided by vendor

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Product Details

  • Compliance Management
  • Contact Management
  • Investor Accounting
  • Investor Reporting
  • P&L Calculation
  • Partnership Accounting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management
  • Compliance Management
  • Contact Management
  • Investor Accounting
  • Investor Reporting
  • P&L Calculation
  • Partnership Accounting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management

Ratings

Overall


4.5 / 5
(10)
(0)

Ease of Use


4.5 / 5

Customer Service


5 / 5

Features & Functionality


4.5 / 5

Value for Money


5 / 5

Training & Support

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
Not provided by vendor

Share Your Comparison of Cogency vs Clienteer