Our industry leading tools for no-touch account balance and transaction data imports seamlessly feed data from fund administrators or internal accounting systems into Clienteer.
Native Mobile Apps (iOs & Android) empower business development and investor relations professionals to access and act on their data, responding to investors and prospects in real time from wherever they are.
Clienteer supports multiple deployment options (our cloud, your cloud, or on-premise), that scale to the needs of any size hedge fund or institutional asset manager.
The average tenure of our teammates is 7 years! The industry knowledge and extensive experience of our Support and Professional Services teams ensure clients experience quicker software implementations, rapid response times, and expert service.