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Clienteer Pricing Overview

Clienteer has not provided pricing information for this product or service. This is common practice for software sellers and service providers. Contact Clienteer to obtain current pricing.

Clienteer pricing & plans

Pricing information for Clienteer is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Clienteer must be conducted with the seller.

Pricing information was last updated on March 30, 2018

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Clienteer Alternatives Pricing

The following is a quick overview of editions offered by other Financial Services CRM Software

Maximizer Base Edition	$65.003 User Per Year	Advanced Contact Management Lead & Opportunity Handling Task Management Microsoft Outlook Integration 100% In-House Support *Billed annually with a 3-user minimum, 10,000 contacts, and 100Gb database size. Show More
Redtail Technology Launch Plan	$39.001 User Per Month	Basic CRM including: Contact Management Document Storage Contact and Account-Level User Defined Fields Multiple Methods for Client Segmentation Account Management Compliant Note Entry and Archiving Activity, Custom Export, Mail Merge, and Note Templates Shareable, Customizable Calendaring Automated, Customizable Reports Customizable Database Lists Customizable Email Notifications and Dashboard Reminders Sales Pipeline Tracker Seminar/Event Management Mobile App Deep Industry Integrations Complimentary Database Conversions SSL Security Orion Client Portal Stress Test Risk Score Proposal Generation with New Account Opening Show More
Backstop Solutions Suite Portfolio Management	Contact Us	Backstop’s Portfolio Management platform provides the ability to manage multi-asset class investments, communications and portfolio performance, and conduct due diligence on existing and potential managers. Access your data instantly, from anywhere, any time through a secure, reliable cloud-based platform. Increase your operational efficiencies through a centralized, comprehensive portfolio management system. Manage, view, and analyze the entire investment cycle, all in one place. Establish and maintain clear insight into your portfolio with sophisticated liquidity reporting tools. Protect data and maintain operational due diligence compliance. Show More

Various alternatives pricing & plans

Pricing information for the above various Clienteer alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.

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