Imagineer Technology Group


Who Uses This Software?

Hedge Funds, Private Equity, Institutional Asset Managers, and Wealth Managers

Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
  • Training
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • Imagineer Technology Group
  • Founded 1998
  • United States

About WebVision

WebVision provides asset managers with a sophisticated platform for managing fund and investor level online-reporting and event management from within their own corporate website. All investor and prospect communications can be automated through this powerful and secure online tool. WebVision can stand on its own, taking data imports from proprietary or other CRM tools, or be fully integrated with Clienteer for even higher levels of control and automation.


WebVision Features

  • Approval Process Control
  • Document Management
  • Indexing
  • Permission Management
  • Rich Text Editor
  • Rule Based Publishing
  • Search
  • SEO Management
  • Template Creation
  • Version Control
  • Analytics
  • Branch Optimization
  • Channel Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Risk Management
  • Anonymity Management
  • Auditing
  • Collaboration
  • Data Protection
  • Data Storage Management
  • Document Tagging
  • Due Diligence Management
  • Procurement Management
  • Project Management
  • Role-Based Permissions
  • Secure Preview

WebVision Reviews

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