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Clienteer

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Software Status:Active

About Clienteer

Clienteer is a CRM and Fund Marketing software from Imagineer Technology Group designed to help hedge funds, private equity, and other asset managers build deeper investor relations. It combines CRM tools, fund marketing features, and investor relations support so firms can effectively manage their communications and interactions with investors. Clienteer has been rebranded as Dynamo. WebVision, reflecting its continued evolution in the marketplace. Tailored specifically for alternative asset management, it focuses on the unique needs of hedge funds, private equity, and venture capital firms. Key capabilities: CRM tools Fund marketing features Investor relations management Training resources Support for asset managers Best for: hedge funds and private equity firms that need to improve investor engagement and marketing strategies.

Clienteer Details

Vendor
Imagineer Technology Group
Year Launched
1998
Location
551 Madison Ave, New York, US
Deployment
cloud
Training Options
demo, account manager, community
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese
Users
Financial Analysts, Hedge Fund Managers, Portfolio Managers, Compliance Officers, Account Managers.
Industries Served
Alternative asset management, hedge funds, private equity, institutional asset managers, family offices, wealth-management firms with investor-relations and fundraising needs.
Tags
Investor Relations CRM, Fund Marketing Software, Alternative Asset CRM, Hedge Fund CRM, Investor Portal Integration, Fundraising Pipeline, Deal-Flow CRM, Contact & Transaction Tracking, Document Watermarking, Investor Engagement Analytics.

Clienteer's In-App Market Place

Does Clienteer have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$), CHF (CHF), CNY (¥), HKD (HK$), INR (₹)

Pros & Cons

  • Purpose-built for asset managers, private equity, and hedge funds rather than generic CRMs, aligning closely with fund-marketing and investor-relations needs.
  • Integrates qualitative (contacts, communications) and quantitative (investor account data, transactions) information in one system for better visibility.
  • Supports campaign and event management, document tracking, and investor-engagement analytics, enhancing fundraising and IR efficiency.
  • Flexible deployment options and mobile/web access support field teams and global operations.
  • Strong compliance-support features (audits, roles, metadata for regulatory fields) for alternative asset management.
  • Feature-rich system may require significant time and resources for setup, customization, and integration.
  • User interface may have a steeper learning curve compared to simpler CRM tools.
  • Pricing and licensing are not broadly published, requiring direct vendor engagement for budgeting.
  • Designed primarily for hedge fund/asset-manager vertical; smaller or differently regulated operations may find some features excessive.

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