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
Need Assistance?
We're here to help you with understanding our reports and the data inside to help you make decisions.
Get Assistance