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Dynamo Software, Inc.

Clienteer

9.4 / 10

Category

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

75

Ease of Implementation

75

Quality of Features

75

Usability and Intuitiveness

75

Vendor Support

75

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

89

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