Investor Relations Clienteer centralizes all your contact, account, and fund information in one platform, allowing your investor relations team to efficiently organize the data you care about and to communicate more effectively with investors and prospects.

Investor Relations
  • Seamlessly import account and transaction data from your fund administrator with exception reports to insure accuracy
  • Track the multiple interrelationships between investors, funds/accounts and various related parties, including:  family members, accountants, financial advisors or marketers and control document permissions for each
  • Generate and distribute critical investor documents such as statements, tax estimates or K-1s directly from Clienteer
  • Access your firm's entire history of notes, meetings and emails and even search note or document content with our universal search tool 
  • Take advantage of specialized industry features including: liquidity tracking, performance analytics and industry specific compliance reports 
  • Easily handle creation of dynamic groups based on any criteria and manage your group communications along with watermarking and securing sensitive documents 
  • Utilize the DOCQUEUETM feature to efficiently consolidate, collate and securely distribute complex document sets, such as K-1s, capital statements or capital call notices 
  • Select from dozen of useful report templates 

Sales & Marketing Clienteer's pipeline management screen and related workflows allow you take full control of your marketing and capital raising efforts.

Sales & Marketing
  • Easily track prospects and potential transactions in a customizable pipeline grid with the ability to customize and choose fields and to quickly categorize, query, or rank opportunities on any metric 
  • Effectively monitor your sales activities with automated workflow milestones and related task management 
  • Automate the distribution of sales materials including fund fact sheets with all relevant statistics calculated in Clienteer
  • Manage your meeting calendar and related follow ups with task reminders and complete Outlook calendar integration
  • Create both static and dynamic (criteria based) groups for specific prospecting focus and easily manage your group communications
  • Access your contacts, calendar and pipeline while on the go using our native iPhone, Android and Blackberry mobile apps

Operations Clienteer optimizes your operational efficiency through a suite of automated tools such as outlook integration, dynamic groups and email notifications for important tasks.

Operations
  • Seamlessly import your account and transactional data from fund administrators or internal accounting systems using our configurable middleware with automated reconciliation and exception reports  
  • Synchronize contacts, calendars and tasks with Outlook and easily file your emails and documents via our Outlook add-in or auto-filing utilities
  • Set up automated email notifications for notes or important tasks
  • Track all fund level information, see all investor accounts in each fund and even generate on the fly investor level performance reports
  • Process new investor contributions from the pipeline with specific on-boarding workflows
  • Complete access to all system activity via our searchable Library and audit screens

Compliance Clienteer helps establish a culture of compliance, allowing you to track and archive all investor communications, implement compliant workflows, and organize the data you need for regulatory and investor reporting.

Compliance
  • Archive all investor and prospect communication, meetings and documents in one system
  • Ensure compliant and secure investor and prospect communications using our group email distribution functionality and watermarking & tracking tools
  • Keep track of important account information including ERISA levels, FATCA categories, Form PF information and new issue eligibility 
  • See and filter all system activity via system audit trails - great for compiling data for regulatory audits
  • Limit access to relevant Clienteer functions and investor information by use of defined user roles
  • Set up document approval processes, allowing for streamlined and complaint document distributions
  • Enable change notifications, ensuring that compliance personnel are notified whenever key data fields are updated

Flexible Configurations Clienteer can either be maintained on your premises or hosted by Imagineer, allowing for maximum flexibility in terms of system configuration as your business grows.

Flexible Configurations

Because Clienteer centralizes all your contact, account, and fund information in one platform, your investor relations team will be able to effiently communicate and distribute secure investor documents to each investor, meeting their demands for fund transparency.

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Client Service At Imagineer, we put a tremendous emphasis on client service and customer satisfaction. Your subscription to Clienteer includes installation, training, mobile access, and all ongoing client support and product updates throughout your license period.

Client Service

Because Clienteer centralizes all your contact, account, and fund information in one platform, your investor relations team will be able to effiently communicate and distribute secure investor documents to each investor, meeting their demands for fund transparency.

  • Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium
  • Ut perspiciatis unde omnis iste sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium
  • Nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit, sed quia consequuntur magni dolores eos qui ratione voluptatem sequi
  • Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
  • Sed quia consequuntur magni dolores eos qui ratione voluptatem sequi