Clienteer software platform available in Abacus private cloud to increase workflow and efficiency
Abacus Group LLC, a leading provider of hosted IT solutions for hedge funds and private equity funds, and Imagineer Technology Group, which provides alternative asset managers a suite of technology tools that promote and facilitate efficient business processes, announced a strategic partnership to host Imagineer’s Clienteer software platform in the AbacusFLEX private cloud environment.
This partnership allows AbacusFLEX clients to seamlessly access the Clienteer CRM Platform, with the option to either be maintained internally or be hosted by Imagineer. Clienteer affords Fund managers the flexibility to centralize all of their contact, account and fund information along with Outlook integration. Clients can send out personalized and watermarked email distributions, K1’s, run fund and account performance analytics and compliance reports. Managers who are on-the-go can also easily access their firm’s entire history of notes, meetings, and emails via the AbacusFLEX private cloud platform, using Clienteer’s powerful search engine as well as via the Clienteer mobile platform.
Clienteer was developed specifically for hedge funds, private equity firms and other asset managers with functionality focused on the areas of investor relations, sales and marketing, operations, compliance, and the workflows related to these activities. More than a generic CRM, Clienteer provides a comprehensive suite of features within an easy-to-use and powerful user interface allowing the management of communications with investors and prospects while also keeping track of client accounts and transactions.
“In today’s highly regulated environment, hedge funds are looking for robust tools to increase efficiency,” said Erol Dusi, President of Imagineer Technology Group. “By partnering with Abacus Group we are providing our customers with a highly configurable software platform along with the added benefit of cloud security and scalability.”
AbacusFLEX™ provides financial services firms with a comprehensive hosted IT solution to manage their IT infrastructure and applications. The platform allows firms to host all aspects of their technology in a secure and redundant off-site data centers.
“It is becoming increasingly difficult in today’s market structure to not only start a hedge fund, but successfully manage one and remain fully compliant,” said Art Murphy, Director of Client Development, Abacus Group. “We are very pleased to be partnering with Imagineer to offer their innovative Clienteer solution to our client base and help increase their overall workflow.”