Clienteer
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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Write a ReviewClienteer Ratings
Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard
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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?
Pros
- Helps Innovate
- Continually Improving Product
- Reliable
- Performance Enhancing
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
Clienteer Reviews
Milka R.
- Role: Operations
- Industry: Finance
- Involvement: End User of Application
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