Clienteer

Clienteer, developed by Imagineer Technology Group, LLC, is a software solution designed to empower Investor Relations and streamline Fund Marketing for hedge funds, private equity firms, and other asset managers. According to the vendor, Clienteer caters to the needs of Investor Relations professionals, Fund Marketers, Relationship Managers, Hedge Fund Managers, and Private Equity Managers across various industries.

Key Features

Data-Driven Fund Marketing: According to the vendor, Clienteer allows users to track and manage the capital raising process with a customizable interface. Users can plan roadshows, target prospects and investors based on custom characteristics, and automate the distribution of branded fund factsheets and custom reports.

Optimize Investor Relations: The vendor claims that Clienteer integrates with fund administrators and accounting systems to capture investment data. Users can track capital account activity, visualize compliance reporting, investor account performance, and product tear sheets. The software also facilitates the consolidation and secure distribution of complex reporting packages.

Operate More Intelligently: According to the vendor, Clienteer seamlessly integrates with Outlook, Exchange, and Gmail to streamline email filing, contact creation, document distribution, and email templates. The software aims to streamline tracking, management, and approval processes for client and account transactions. Users can also maintain data integrity with duplicate checking and in-table editing.

Foster a Culture of Compliance: The vendor states that Clienteer enables users to track all investor and prospect communications, meetings, and associated documentation in a single, auditable place. Users can keep track of important account information including ERISA levels, Form PF, FATCA categories, and more. The software offers the ability to set user permissions and roles to limit access to relevant functions and investor information.

Unprecedented Options for Access: According to the vendor, Clienteer is available as a desktop, web, or mobile application across all major operating systems. Users can choose from multiple deployment options including cloud-based, on-premise, or hybrid. The software also offers direct API and open database access to streamline workflows between systems.