Imagineer Technology Group Solutions

Imagineer Technology Group, now integrated with Dynamo Software, provides advanced solutions such as Clienteer and WebVision tailored for the investment sector including hedge funds, private equity, and venture capital.

Clienteer is a versatile relationship management platform that streamlines CRM processes, fund marketing, and investor relations workflows. This platform enhances communication with investors and tracks account transactions, offering support for multiple deployment options, including cloud and on-premise solutions. Key functionalities include:
- Customizable interface for managing capital-raising processes
- Integration with email systems for efficient communication
- Mobile access for on-the-go management
- Compliance reporting tools to ensure adherence to regulatory standards
- Secure access with user permissions for sensitive data protection.

WebVision, a secure and customizable cloud-based content management system (CMS), facilitates access to marketing materials and performance data for asset managers. It can function as an independent portal or as a reporting module integrated into existing websites. Key features include:
- Automation of communications and data imports from CRM tools
- Tailored content for enhanced client engagement
- Security measures including two-factor authentication and digital rights management
- Compliance audit tools to meet regulatory requirements.

Imagineer Technology's solutions allow firms to manage complex relationships, streamline document management, and ensure compliance effectively, making them essential tools in the competitive landscape of investment management. Users can request demos to explore these solutions further.