Optimize Investor Relations

  • Proactively manage and track capital account activity such as subscriptions, redemptions, capital calls, transfers, and more with built-in workflow functionality and reporting tools right in your CRM.


  • Visualize compliance reporting, investor account performance, product tear sheets, and investor liquidity.

  • Step up your balance and transaction reporting. Integrate with fund administrators, accounting systems, and data aggregators to capture more investment data at the class, series and tranche levels.

  • Save time preparing and disseminating monthly investor reports utilizing Clienteer to consolidate, collate, and distribute complex reporting packages secured with watermarks and password protection.

Data-Driven Fund Marketing

  • Track all aspects of your capital raising process via a customizable drag-and-drop interface enabling easy sales forecasting by date, opportunity stage, or any other factor.
  • Know what information resonates with website visitors and which prospects are the most engaged, empowering your sales team to intelligently target their most interested prospects. 
  • Author and automate the distribution of watermarked fund factsheets and other custom reports right out of Clienteer CRM.
  • Manage campaigns, plan roadshows, and market events by targeting prospects and investors based on custom characteristics such as investment preferences or geographic location.
I’ve been a client of Imagineer’s for almost 5 years, and still today, the best attribute the company has is their customer-centric culture. As someone who has used and worked with dozens of vendors over the years, I think Imagineer’s willingness to work with and accommodate their clients always, no matter how big or small, is instilled in their DNA.

Operate More Intelligently

  • Best in class Outlook®, Exchange® & G Suite® Integration – Effortlessly file emails to contact profiles so you never miss a thing. Instantly create contacts from email signatures on your desktop or phone, watermark and distribute documents, and load email templates on the fly.
  • Streamline the tracking, management, and approval processes for client and account transactions, activity, and documents.  
  • Leverage duplicate checking and inline editing features to easily manage and maintain the integrity of your CRM data.
  • Automatically track all user CRM activity, including investor communications, meetings, and related follow-up tasks.

WebVision Investor Portal for Marketing, File Sharing & Reporting

  • WebVision and Clienteer’s tight integration allows you to push and pull CRM, performance and account data, and documents from both platforms creating the industry’s most optimized solution for relationship management.
  • Automatically send out email notifications to permissioned users anytime you post new content and documents to the investor portal. 
  • Use WebVision's intuitive Content Management System (CMS) to tailor content and resources including documents, videos, fund performance graphs, and commentary to more effectively engage with each client.
  • Tackle AIFMD, GDPR, and other regulatory requirements head on with country specific disclaimers and granular website permissions.

Unprecedented Options for Access

  • Clienteer is available as a desktop, web, or mobile cloud-based application across all windows, mac and mobile operating systems . 
  • Multiple deployment options available: our cloud, your cloud, or on-premise that scale to the needs of any size hedge fund.
  • Clienteer and WebVision's architecture allows for both direct API and open database access, facilitating your ability to streamline workflows between systems, including Mobile Device Management (MDM) products, accounting systems, document rights management solutions (DRM) and data intelligence sources, like Preqin
  • Set user permissions that fit your firm’s policies. Limit access to relevant Clienteer and WebVision functions and investor information with defined user roles.
These products have allowed us to greatly automate our processes, resulting in an enhanced client service experience for our investors by giving them access to more information at their fingertips.