Exceptional Solutions for Asset Managers:

  • Clienteer CRM, Fund Marketing, & Investor Relations for Asset Managers

  • WebVision Websites, Fund Marketing, & Reporting for Asset Managers and Allocators

  • Professional Services Bespoke Services for Project Management, Website Design, & Branding

  • "It was clear after just a few interactions with Imagineer's business development team why so many of our peers raved about their products and their people."

    case study Susan, Director of Client Services
  • "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."

    Scott, Chief Technology Officer
  • "Easy to use with a great staff that is understanding of individual needs"

    Eric, Senior Associate
  • "Great support team always willing to go the extra mile."

    Allannah, Head of Operations
  • "Clienteer is an invaluable competitive differentiator for our business"

    case study Joe, Investor Relations


  • Optimize Investor Relations

    Nurture & grow investor relationships by proactively managing and reporting on capital account activities –subscriptions, redemptions, capital calls, and more – right in your CRM.

  • Data-Driven Fund Marketing & Sales

    Streamline your capital raising activities and gain deeper insights into your prospective clients by measuring interactions.

  • Powerful Integrations

    Power your CRM by effortlessly capturing new contacts, emails, calendar appointments, and more via feature-rich Outlook®, Exchange® and G Suite® integrations. 

  • Simplify Compliance

    Built in compliance features that support your business needs: user permission roles, investor regulatory tracking, full system audit and document watermarking and password protection.


  • Enhance Client Engagement

    Leverage a robust Content Management System (CMS) and secure document portal to deploy targeted content including documents, videos, fund performance charts, and fund-level commentary to more effectively engage prospects and investors.

  • Improve Client Onboarding

    Modernize your process for sharing DDQ’s and onboarding new clients electronically via customizable WebVision’s Docusign® integration.

  • Advanced Security

    In addition to DDoS protection and intrusion monitoring, you can secure your most sensitive information with two-factor authentication, SAML Single-Sign-On (SSO), document watermarking, and Digital Rights Management capabilities (DRM).

  • Drive Fund Marketing

    Know what information resonates with website visitors and which prospects are the most engaged, empowering your sales team to intentionally target their most interested prospects.