Imagineer Technology Group

Clienteer


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.


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
    Yes
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • Imagineer Technology Group
  • www.itgny.com/
  • Founded 1998
  • United States

About Clienteer

Clienteer is an intuitive and highly configurable technology developed to streamline investor relations, business development, operations and compliance workflows for hedge funds and institutional asset managers. Clienteer provides a comprehensive suite of features within an intuitiveand powerful user interface, allowing you to manage communications with your investors and prospects while keeping track of investor accounts and transactions.


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Clienteer Features

  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management
  • Compliance Management
  • Contact Management
  • Investor Accounting
  • Investor Reporting
  • P&L Calculation
  • Partnership Accounting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management

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