Who Uses This Software?

Hedge funds, private equity firms, and also allocators who allocate assets to these asset managers HFOFs, family offices, and other institutional investors.


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Free Demo
    Yes
  • Deployment
    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 Imagineers answer to successful client relationship management for investment managers. The software was developed specifically for hedge funds and other asset managers to assist in the areas of investor relations, fund and/or client level reporting, compliance, document management, capital raising, and the workflows related to these activities. Clienteer provides a comprehensive suite of features within an intuitive and powerful interface allowing fund managers to easily manage.


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Clienteer Features

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

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