![Ashutosh S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ashutosh S.")
AS

Ashutosh S.

Senior cloud consultant 

Small-Business (50 or fewer emp.)

12/9/2019

"Clienteer is good to use for financial management."

5/5

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.

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. Review collected by and hosted on G2.com.

What do you dislike about Clienteer?

Installed - Mac

Installed - Windows

Mobile - iOS Native

Mobile - Android Native

Clienteer is not Available for these platforms.Clienteer does not offer a free trial. Review collected by and hosted on G2.com.

What problems is Clienteer solving and how is that benefiting you?

Financial Management

Compliance Management

Investor Accounting

Performance Analysis Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: G2 invite

See what 2 reviewers think of Clienteer

4.3 out of 5 · Verified reviews from real users

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