Dynamo Software, Inc.

Clienteer

9.4 / 10

1 Review Write a Review

Claim Software

Clienteer

9.4 / 10

What is Clienteer?

Clienteer is an intuitive and highly configurable relationship management platform designed for hedge funds, private equity, and other asset managers to streamline their CRM, fund marketing, and investor relations workflows. 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 investor accounts and transactions.

Company Details

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Clienteer Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Clienteer.

89 Likeliness to Recommend

100 Plan to Renew

100 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+100 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Clienteer?

0% Negative

0% Neutral

100% Positive

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Feature Ratings

Average 100

Investor Relations Management

100

Compliance Management

100

Fund Management

100

Investment Accounting

100

Mergers and Acquisitions

100

Multi Currency

100

Trade Management

100

Asset Management

100

Portfolio Management

100

Banking Risk Management

100

Contact Management

100

Vendor Capability Ratings

Average 89

Availability and Quality of Training

100

Breadth of Features

100

Business Value Created

100

Ease of Customization

100

Ease of IT Administration

100

Product Strategy and Rate of Improvement

100

Ease of Data Integration

Ease of Implementation

Quality of Features

Usability and Intuitiveness

Vendor Support

Clienteer Reviews

Milka R.

Role: Operations
Industry: Finance
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Dec 2022

Experience was positive

Likeliness to Recommend

What differentiates Clienteer from other similar products?

Has unique features

What is your favorite aspect of this product?

Portfolio management

What do you dislike most about this product?

None at the time

What recommendations would you give to someone considering this product?

I recommend this product to professionals in the financial industry for improved portfolio management

Pros

Helps Innovate
Continually Improving Product
Performance Enhancing
Trustworthy

Clienteer

9.4 / 10

Clienteer

9.4 / 10

What is Clienteer?

Company Details

Need Assistance?

Review Clienteer to receive up to a $10 Gift Card*

Clienteer Ratings

89 Likeliness to Recommend

100 Plan to Renew

100 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+100 Net Emotional Footprint

How much do users love Clienteer?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Investor Relations Management Includes investment strategizing, communication, and collaboration.

Compliance Management Includes compliance controls, compliance rules engine, and compliance monitoring.

Fund Management Includes fund analysis, hedge fund management, and fund accounting.

Investment Accounting Includes investment monitoring, financial account analysis and management, and record keeping.

Mergers and Acquisitions Includes security issuances, bidding coordination, and negotiations.

Multi Currency Includes multi-currency accounting, multi-currency transactions, and multi-currency reporting.

Trade Management Includes forex trading, real-time trading, trade processing, and automated trading.

Asset Management Solution centralizes an inventory of all corporate assets and integrates with a risk assessment of assets.

Portfolio Management Includes portfolio composition, investment strategizing, portfolio risk management, and market development and trend analysis.

Banking Risk Management Includes stress tests, anti-money laundering, risk monitoring, and alerts.

Contact Management Includes legal CRM, case and client history, and client portals.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Clienteer Reviews

Milka R.

Experience was positive

Likeliness to Recommend

Pros

Feature Ratings

Investor Relations Management

Compliance Management

Fund Management

Investment Accounting

Mergers and Acquisitions

Multi Currency

Trade Management

Asset Management

Portfolio Management

Banking Risk Management

Contact Management

Vendor Capability Ratings

Availability and Quality of Training

Breadth of Features

Business Value Created

Ease of Customization

Ease of IT Administration

Product Strategy and Rate of Improvement

Ease of Data Integration

Ease of Implementation

Quality of Features

Usability and Intuitiveness

Vendor Support