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Clienteer

Clienteer

Sold by : Imagineer Technology Group, LLC

What is Clienteer?

Clienteer solution for efficient transaction reporting, data consolidation, and account monitoring. Take your customer relationship management to the next level with advanced tools for compliance and fundraising. Stay connected to your appointments, sales opportunities, and client information with real-time access on any mobile device. Optimize and streamline your business processes with the help of Clienteer.

Clienteer Pricing

To receive a personalized quote

Key Features of Clienteer

  • Portfolio Management
  • Investor Relations
  • CRM Integration
  • Document Management
  • Compliance Tracking
  • Performance Reporting
  • Risk Management
  • Trade Order Management
  • Fee Calculation
  • Client Reporting
  • Data Aggregation
  • Mobile Access
  • Customizable Dashboards
  • Email Integration
  • Task Management
  • Audit Trail
  • Multi Currency Support
  • Investor Portal
  • Capital Allocation
  • Expense Tracking
  • Asset Management
  • Lead Management
  • Contact Management
  • Compliance Management
  • Performance Analysis
  • Relationship Tracking
  • Investor Reporting
  • Investor Accounting

Specifications

Company Name icon
Company Name
Imagineer Technology Group, LLC
Run On Mobile Browser icon
Run On Mobile Browser
Yes
Available Support icon
Available Support
Email
Languages Available icon
Languages Available
English

Clienteer FAQ's

The top 5 features of Clienteer include:

  • Portfolio Management
  • Investor Relations
  • CRM Integration
  • Document Management
  • Compliance Tracking

Clienteer supports a variety of platforms including: Email.

Clienteer serves a wide range of businesses including StartUps, SMBs, Mid-Market, Enterprises.

The top three competitors of Clienteer are Docsend, Seeking Alpha and ProFundCom. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

Clienteer is available exclusively in English, providing a streamlined experience for English-speaking users.

Alternatives of Clienteer

Docsend
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ProFundCom
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RiskRunner
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Broadridge Revenue and Expense Management
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