27 July 2017
download the report now

Imagineer CRM tech to float on Abacus private cloud

25 February 2014  |  1463 views  |  0 Source: Abacus Group

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."

Comments: (0)

Comment on this story (membership required)

Related company news

 

Related blogs

Create a blog about this story (membership required)
visit vasco.com/news/PSD2-compliant-solutionsvisit www.ncr.comvisit www.worldpaymentsreport.com

Top topics

Most viewed Most shared
UK judge blocks £14bn class action suit against MastercardUK judge blocks £14bn class action su...
10713 views comments | 7 tweets | 6 linkedin
PayPal strikes deals with Chase and CitiPayPal strikes deals with Chase and Citi
10230 views comments | 10 tweets | 6 linkedin
Yet more deals announced in payments sectorYet more deals announced in payments secto...
9668 views comments | 7 tweets | 21 linkedin
Machines could take over 30% of bank jobs: McKinseyMachines could take over 30% of bank jobs:...
9656 views comments | 28 tweets | 28 linkedin
Wells Fargo Control Tower to map customer's digital footprintsWells Fargo Control Tower to map customer'...
8351 views comments | 7 tweets | 5 linkedin

Featured job

Competitive
London, UK (or flexible)

Find your next job