Clienteer Pricing, Features & More 2025

What is Clienteer?

Clienteer - the solution for effective transaction reporting, data aggregation, and account activity tracking. Elevate your customer relationship management game with advanced features for compliance and capital raising. Gain real-time access to your appointments, sales opportunities, and customer data from any mobile device. Streamline and enhance your business operations with Clienteer.

Clienteer Pricing

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Company Details

Company Name : Imagineer Technology Group, LLC

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Key Features of Clienteer

Portfolio Management
Investor Relations
CRM Integration
Document Management
Compliance Tracking
Performance Reporting
Risk Management
Trade Order Management
Fee Calculation
Client Reporting
Data Aggregation
Mobile Access
Customizable Dashboards
Email Integration
Task Management
Audit Trail
Multi Currency Support
Investor Portal
Capital Allocation
Expense Tracking
Asset Management
Lead Management
Contact Management
Compliance Management
Performance Analysis
Relationship Tracking
Investor Reporting
Investor Accounting

Specifications

Run On Mobile Browser : Yes

Available Support : Email

Languages Available : English

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Clienteer FAQ's

What are the top 5 features of Clienteer?

The top 5 features of Clienteer include:

Portfolio Management
Investor Relations
CRM Integration
Document Management
Compliance Tracking

What type of customer support does Clienteer offer?

Clienteer supports a variety of platforms including: Email.

What types of businesses does Clienteer serve?

Clienteer serves a wide range of businesses including StartUps, SMBs, Mid-Market, Enterprises.

Who are the primary competitors of Clienteer?

The top three competitors of Clienteer are Docsend, Seeking Alpha and ProFundCom. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

What languages does the Clienteer support?

Clienteer is available exclusively in English, providing a streamlined experience for English-speaking users.

Clienteer

What is Clienteer?

Clienteer Pricing

Company Details

Key Features of Clienteer

Specifications

Alternatives of Clienteer

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