Imagineer Technology Group’s Clienteer CRM Selected by LiquidityBook

NEW YORK — Imagineer Technology Group today announced that LiquidityBook, a leading POEMS (portfolio, order and execution management system) provider, has successfully implemented the Clienteer CRM platform to power its sales and operations workflows. LiquidityBook becomes the first client in Imagineer’s new Service Provider client vertical, joining the firm’s established Hedge Fund, Private Equity, Fund of Funds and Family Office segments.

Commenting on the implementation, Sean Sullivan, Chief Revenue Officer at LiquidityBook, said: “We’re a rapidly growing firm, and keeping up with the demand we’re seeing from clients has been a challenge. As a result, we felt the time was right to upgrade our CRM platform, and our goal was to find a system that was not only tailored to our industry but also allows us to manage our relationships from the lead stage all the way through to implementation and beyond. Imagineer’s platform ticked all of those boxes for us through an intuitive yet robust CRM, and we’re happy to have gone live with it.”

“We’re extremely excited to partner with LiquidityBook and help them continue to build their growing business,” said Erol Dusi, President at Imagineer. “For nearly 20 years we’ve been successfully working with investor relations professionals in the fund management space by helping them make their client relationship and reporting processes dramatically more efficient. The vendors that sell into this community share many of these challenges, and we believe we’re well positioned to help them solve their operational problems as well.”

About LiquidityBook

LiquidityBook is a leading SaaS-based provider of buy- and sell-side trading solutions, including order management, portfolio management, trading, FIX network connectivity, compliance and pre- and post-trade processing. Founded in 2005, the LiquidityBook platform is trusted by many of the industry’s most sophisticated buy- and sell-side firms globally to power their trading workflows. For more information please visit or contact

About Imagineer Technology Group

Imagineer Technology Group is a New York City based software company focused on providing flexible and scalable solutions to asset managers and allocators. Imagineer’s products help minimize the time and effort involved in technology, compliance and information infrastructure, allowing investment firms to focus on their core competency – investing. A singular focus on the asset management industry coupled with our team’s deep experience allows us to provide highly integrated solutions that speak directly to the daily work challenges of investment professionals and research analysts. Our configurable software solutions can be maintained on premise or hosted and assist our clients in the areas of Client Relationship Management, Client Web Reporting and Fund Research & Portfolio Management. For more information, please visit or contact



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