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Clienteer Reviews

User Rating

4.5/5 (Based on 2 Ratings)

Rating Distribution

  • Excellent

    50%
  • Very Good

    50%
  • Average

    0%
  • Poor

    0%
  • Terrible

    0%

Do You Use Clienteer?

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Reviews
AS

Ashutosh S

December 9, 2019 Source: G2.com
Analysis Clienteer is good to use for financial management.
What do you like best about Clienteer?
Clienteer is an intuitive and highly configurable relationship management platform designed specifically for hedge funds and institutional asset managers to assist in the areas of investor relations, sales & marketing, operations, compliance, and the various workflows related to these activities. 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 client accounts and transactions.
What do you dislike about Clienteer?
Recommendations to others considering Clienteer?
Unlike most relationship management tools, Clienteer supports multiple subscription levels and deployment options that can scale to the needs of any size organization. Whether it is hosted by our clients, a third-party, or in our Azure® cloud, Clienteer's flexible desktop, mobile, and web-based solutions are unrivaled.Unlike most relationship management tools, Clienteer supports multiple subscription levels and deployment options that can scale to the needs of any size organization. Whether it is hosted by our clients, a third-party, or in our Azure® cloud, Clienteer's flexible desktop, mobile, and web-based solutions are unrivaled.
What problems is Clienteer solving and how is that benefiting you?
Installed - Mac
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VB

Verified User in Food & Beverages

April 2, 2020 Source: G2.com
Good investor relationship management tool
What do you like best about Clienteer?
Performance analysis and investor accounting features are good
What do you dislike about Clienteer?
No free trials are provided, contact management is not so satisfactory
Recommendations to others considering Clienteer?
They are in the market for 20+ years, you can go for free demo.
What problems is Clienteer solving and how is that benefiting you?
Investor accounting and prospect engagement.
Read more

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