Why a $5 Billion Hedge Fund Chose to Migrate Their CRM & Investor Portal to Imagineer:

  • Clienteer stores more balance and transaction data at class, series and tranche levels allowing fund managers to capitalize on more holistic investor reporting.

  • Clienteer's native Mobile App drives adoption across fund marketing teams, allowing more data to be accessed and captured in real time. 
  • WebVision's flexible permissions structures and disclaimers allow managers to securely share the information investors and prospects crave to see.

  • Clienteer and WebVision's seamless integration represents the industry's most robust and automated relationship management solution.

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