CRM Software for Wealth Management Firms
Satuit’s CRM is designed to streamline operations and elevate client service. Whether managing relationships with individuals, families, households, or trusts, our CRM software simplifies the process, helping you acquire new clients while maintaining and nurturing existing ones. Download Asset
Satuit + Dakota Partnership Brochure
Satuit and Dakota’s partnership provides a new integrated solution for sales teams targeting the investment sector. Learn how It offers a comprehensive approach to relationship management, sales opportunities, and investor insights while expanding Satuit’s functionality and granting access to vital market insights. Download Asset
CRM Software for Private Equity Firms
Satuit Technologies offers an award-winning cloud-based and mobile CRM for investors of private equity firms to simplify the fundraising pipeline and manage their General and Limited Partner relationships. Download our brochure to learn more. Download Asset
CRM Software for Fund Distributions
Satuit’s CRM software for fund distributions is specifically designed to optimize the efforts of fund distribution teams. Download our brochure to learn how to arm your fund distribution with a powerful tool kit to increase their marketing and selling efforts. Download Asset
CRM Software for Family Offices
Single and multiple family offices can equip themselves with a comprehensive software platform by SatuitCRM. Download the brochure to find out how family offices can view reports and documents securely and efficiently. Download Asset
CRM Software for Hedge Funds
SatuitCRM enables a tailored experience to the unique needs of hedge fund managers. Download our brochure to learn how your hedge fund can see customization of your firm’s unique investor pipeline management and onboarding processes. Download Asset
CRM Software for Institutional Asset Management
SatuitCRM distinguishes itself with a robust array of features designed specifically for institutional investors and asset managers. Download our brochure to learn more about how we help institutional asset managers. Download Asset
CRM Software for Buy-Side Investment Professionals
SatuitCRM can manage all the workflows across fundraising, dealflow, investor relations, compliance, and operation streams, while giving each user their best experience. Download our brochure to learn about our benefits and who we serve. Download Asset
The Value an Investor Portal Brings to a Firm and Its Investors
Many asset management firms have adopted, or are considering adopting, an investor portal to streamline investor report delivery. Investor Portal software may be an add-on function of investor reporting software. Client managers upload reports after review and that is often the end of the process. The same client managers also email these reports to clients […]
Strategies for Successful CRM Implementation
While it may be tempting, delegating the responsibilities of CRM selection, implementation, and ongoing support to IT has its shortcomings. Technology is only one piece of the puzzle; Asset Management firms needs a strategy that fully supports the initiatives of the sales, marketing, client retention, and management teams. For Asset Managers, Customer Relationship Management (CRM) […]
