Clienteer
The Clienteer Mobile App empowers asset managers to streamline investor relations and fund marketing effortlessly. Users can distribute compliance-approved documents, respond to investors in real-time, and track engagement metrics. Compatible with iOS, Android, and Apple Watch, it integrates seamlessly with MDM providers for enhanced operational efficiency and data security.
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Top Clienteer Features
- Real-time investor response
- Customizable drag-and-drop interface
- Comprehensive mobile app access
- Multi-platform deployment options
- Automated compliance document distribution
- Engagement tracking analytics
- Email communication preference management
- Watermarked custom report generation
- Seamless API integration capabilities
- Secure two-factor authentication
- Instant email filing in Outlook
- Targeted marketing campaign management
- Event attendee information capture
- Performance metrics tracking
- Custom prospect engagement reporting
- Mobile Device Management integration
- Fund sales forecasting tools
- Branded opt-out communication process
- Easy account transaction management
- Support for multiple subscription levels
