COMPLIANCE In an increasingly complex and regulated industry, it's become essential for software platforms to help you fully comply with regulatory requirements and compliance best practices. Imagineer's products help make meeting your compliance goals more manageable. Client Relationship Management Clienteer helps to establish a culture of compliance by allowing you to track all important investor/prospect, account and regulatory information in one system and to easily slice and dice or report on any of this information. Online Investor Portal WebVision's integrated functionality enhances and even automates your compliance workflows, including the collection of investor data, archival of website activity and routine snap shot of all site materials. The platform ensures user privacy with configurable password structures and the 24/7 monitoring of security issues. Portfolio Management & Research FundInsight brings institutional level control and compliance to your fund research activities. From the ability to archive all of your emails, notes and documents to the ability to create and manage specific research or transactional workflows, FundInsight has you covered.