Difference between site and placerville
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- Difference between site and placerville
- Автор : Akinokora
- 10.10.2019
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Imagineer hedge fund software forex
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MAJOR CRYPTOCURRENCIES AND COMPETITORS
Step up your balance and transaction reporting. Integrate with fund administrators, accounting systems, and data aggregators to capture more investment data at the class, series and tranche levels. Save time preparing and disseminating monthly investor reports utilizing Clienteer to consolidate, collate, and distribute complex reporting packages secured with watermarks and password protection.
Data-Driven Fund Marketing Track all aspects of your capital raising process via a customizable drag-and-drop interface enabling easy sales forecasting by date, opportunity stage, or any other factor. Know what information resonates with website visitors and which prospects are the most engaged, empowering your sales team to intelligently target their most interested prospects. Author and automate the distribution of watermarked fund factsheets and other custom reports right out of Clienteer CRM.
Manage campaigns, plan roadshows, and market events by targeting prospects and investors based on custom characteristics such as investment preferences or geographic location. Instantly create contacts from email signatures on your desktop or phone, watermark and distribute documents, and load email templates on the fly.
Streamline the tracking, management, and approval processes for client and account transactions, activity, and documents. Leverage duplicate checking and inline editing features to easily manage and maintain the integrity of your CRM data. Author and automate the distribution of watermarked fund factsheets and other custom reports right out of Clienteer CRM. Manage campaigns, plan roadshows, and market events by targeting prospects and investors based on custom characteristics such as investment preferences or geographic location.
Instantly create contacts from email signatures on your desktop or phone, watermark and distribute documents, and load email templates on the fly. Streamline the tracking, management, and approval processes for client and account transactions, activity, and documents. Leverage duplicate checking and inline editing features to easily manage and maintain the integrity of your CRM data. Automatically track all user CRM activity, including investor communications, meetings, and related follow-up tasks.
Automatically send out email notifications to permissioned users anytime you post new content and documents to the investor portal. Use WebVision's intuitive Content Management System CMS to tailor content and resources including documents, videos, fund performance graphs, and commentary to more effectively engage with each client.
Unprecedented Options for Access Clienteer is available as a desktop, web, or mobile cloud-based application across all windows, mac and mobile operating systems. Multiple deployment options available: our cloud, your cloud, or on-premise that scale to the needs of any size hedge fund.