Clienteer™
Managing relationships with clients and prospective clients is crucial for asset management firms in gaining a competitive edge, while maintaining and expanding their client base. As investors have become increasingly savvy, managers need a technology platform that facilitates client service and communication that investors have come to expect.

Imagineer’s Clienteer™ software enables asset managers to store and communicate client information using a fully integrated cache of features that empowers any manager to easily provide superior service to individual and institutional clients. Clienteer will give you control over client communication, reduce workload, increase efficiency and help you retain your most important asset - your clients.

Client Service

• Instantly generate investor statements and send via e-mail, hard mail or fax
• Immediately access account information on screen including balances, performance history (including charts), and transaction history
• Automated distribution of documents such as: newsletters, K1s, offering documents, exposure reports, etc.

Business Operations

• Group calendar functionality that helps keep track of meeting schedules
• Task management
• Synchronization with MS Outlook and any PDA

Compliance

• Maintain “culture of compliance” by keeping track of: ERISA thresholds, hot issues, Blue Sky compliance, contact history, documents (using Clienteer’s document storage capabilities), and e-mail history including attachments

Marketing

• Identify prospects using advanced query functionality
• Create groups and send personalized group e-mails
• Instantly generate customizable fund “one pagers” that show: fund statistics, performance history, fund profile, and investment terms

Web Reporting

• Use Clienteer’s web reporting option to allow your clients secure and easy access to important information including: account balances, transaction history, performance history newsletters, and offering documents