New York City, February 2, 2015 - Imagineer Technology Group, a leading provider of robust technology solutions for investment management firms, is honored to be the winner of the award for Best Workflow Management System at the 2015 HFM US Technology Awards.
These awards, presented on February 2, 2015 at Cipriani’s in New York, recognize Hedge Fund technology providers and products that have demonstrated success in customer service and product innovation over the past year.
“As a firm, we strive to continually improve the scope of functionality available in our products, empowering our clients to effectively meet the increasing demands of investors and industry regulators,” stated Erol Dusi, President at Imagineer. “We are thrilled to win this award, especially in the category of workflow efficiency as this is core to what we do – create solutions that allow clients to minimize the effort involved in operating their business on a daily basis.”
Imagineer’s Clienteer investor relations CRM software and WebVision investor reporting portal are both designed to streamline the workflow of asset managers and allocators. Clienteer is a highly scalable solution that meets the complex needs of many of the world’s largest hedge funds while also providing smaller and start-up funds the necessary functionality to grow their AUM. One example of workflow functionality in Clienteer is the system’s unique DOCQUEUETM feature which allows clients to efficiently consolidate, collate and securely distribute complex document sets, such as K-1s, capital statements, or capital call notices. Individual packages can easily be created and personalized for each client or third party based on account status and permissions set up in the system with automated distribution to all permissioned parties. WebVision is a sophisticated platform for managing online-reporting and effectively tracking communication with investors, prospects and other interested parties from within an asset manager’s corporate website. WebVision’s Auto-Notify feature can scan your website for newly posted information and automatically send email notifications to those contacts permissioned to view the updates, increasing website traffic and investor communication. WebVision can be fully integrated with Clienteer, automating workflows even further by combining the document approval features in Clienteer with Webvision’s publishing and notification processes. Using these cutting edge tools, our clients are able to seamlessly transition documents from the draft stage to investor receipt, with a fully automated and audited process along the way.
About Imagineer Technology Group
Imagineer Technology Group is a New York City based software company focused on providing flexible and scalable solutions to asset managers and allocators. Imagineer's products help minimize the time and effort involved in technology, compliance and information infrastructure, allowing investment firms to focus on their core competency - investing.
A singular focus on the asset management industry coupled with our team’s deep experience allows us to provide highly integrated solutions that speak directly to the daily work challenges of investment professionals and research analysts. Our configurable software solutions can be maintained on premise or hosted and assist our clients in the areas of Client Relationship Management, Client Web Reporting and Fund Research & Portfolio Management. For more information, please visit www.itgny.com.