Clienteer Reviews & Product Details

Clienteer is an intuitive and highly configurable relationship management platform designed specifically for hedge funds and institutional asset managers to assist in the areas of investor relations, sales & marketing, operations, compliance, and the various workflows related to these activities. It includes a comprehensive suite of features wrapped in an easy to use and powerful user interface, allowing users to manage communications with their investors and prospects while also keeping track of client accounts and transactions.

Unlike most relationship management tools, Clienteer supports multiple subscription levels and deployment options that can scale to the needs of any size organization. Whether it is hosted by our clients, a third-party, or in our Azure® cloud, Clienteer's flexible desktop, mobile, and web-based solutions are unrivaled.Unlike most relationship management tools, Clienteer supports multiple subscription levels and deployment options that can scale to the needs of any size organization. Whether it is hosted by our clients, a third-party, or in our Azure® cloud, Clienteer's flexible desktop, mobile, and web-based solutions are unrivaled. Review collected by and hosted on G2.com.

Installed - Mac

Installed - Windows

Mobile - iOS Native

Mobile - Android Native

Clienteer is not Available for these platforms.Clienteer does not offer a free trial. Review collected by and hosted on G2.com.

Performance analysis and investor accounting features are good Review collected by and hosted on G2.com.

No free trials are provided, contact management is not so satisfactory Review collected by and hosted on G2.com.