• Clienteer

    Clienteer is a leading relationship management platform designed specifically for hedge funds to assist in the areas of investor relations, fund marketing, operations, compliance and the various workflows related to these activities. Clienteer meets the needs of the industry's largest firms, but is also ideal for start-ups looking to have a scalable platform from day one.

  • WebVision

    WebVision is a highly secure, cloud-based platform that allows hedge funds to fully leverage their website as an effective tool for ongoing investor and prospect communication and reporting. When integrated with Clienteer, seamlessly post account, fund and marketing information for permissioned individuals to view.