Name: Clienteer
Author: Dynamo Software

Help Desk

Web and Video Conferencing

Customer Support

Bug  Tracking

Flowchart

Development

Higher Education

Education

Association Management

Business Intelligence (BI)

Collaboration

Data Extraction

Embedded Business Intelligence (BI)

File Sync

Risk Management

Streaming Analytics

Visual Collaboration

Enterprise

Accounting

Budgeting and Forecasting

Crypto Accounting

Loan Origination

Payment Gateway

Payment Orchestration

Finance and Accounting

Applicant Tracking

Background Check

Contractor Management

Corporate Learning Management

Diversity, Equity, and Inclusion (DEI)

HR Compliance

HR Management

Payroll

Recruitment Agency

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Authorization

C/C++ Integrated Development Environments

Cloud Storage

Container Management

Distributed Denial of Service (DDoS) Protection

Fraud Detection

Incident Response

Integration Platform as a Service (iPaaS)

Managed Private Cloud

Network Performance Monitoring

Relational Database Management Systems

Remote Monitoring and Management

Tower Servers

Information Technology

A/B Testing

AI Image Generation

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Conversion Rate Optimization

Email Marketing

Event Registration

Heatmap and Session Recording

Landing Page

Marketing Automation

Personalization Engines

Public Relations (PR)

Retail Media Advertising

SMS Marketing

Sales and Marketing Automation

Social Media Management

Survey & Forms Building

Video

Video Editing

Web Analytics

Marketing

Project Management

Prototyping

Professional Services

Customer Relationship Management (CRM)

Sales Pipeline

Sales

Antivirus

Security

Automotive

Forestry

Vertical-Specific

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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.

Basic

Clienteer

Hedge Fund

Dynamo Software

Hedge Fund Features aim to improve investment performance.

Portfolio Management

This feature enables users to manage and monitor their investments across multiple asset classes, currencies, and geographies.

Risk Management and Assessment

The software provides tools for assessing and managing the risk associated with different investment strategies, helping to protect against potential losses.

Performance Analytics and Comparisons

This feature allows users to analyze the performance of their portfolio, comparing it against benchmarks and identifying areas for improvement.

Regulation Management

The software helps users ensure compliance with various regulatory requirements, providing tools for tracking and reporting compliance-related information.

Trade Execution

The platform allows users to execute trades directly from the software, streamlining the investment process.

Reporting and Dashboard

This feature provides comprehensive reports and dashboards, giving users a clear overview of their investments and their performance.

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Clienteer

Overview

What is Clienteer?