SatuitCRM vs HubSpot: Why Generic CRMs Fall Short for Asset Managers
Asset management firms that try to use HubSpot often find themselves spending more time configuring the tool than using it, and still not getting what they actually need. Here’s why purpose-built wins. The Appeal of HubSpot, and Its Limits HubSpot is one of the most popular CRM platforms in the world. It’s well-designed, widely adopted, […]
The Best CRM for Family Offices in 2026: Single-Family vs. Multi-Family Needs
Family offices run some of the most complex investor relationships in the industry, and most CRM platforms weren’t built for them. Here’s how to find the right fit, whether you’re managing one family or many. Why CRM for Family Offices Is a Distinct Problem Family offices occupy a unique position in the investment management landscape. […]
How to Build a CRM Business Case for Your Investment Firm’s Leadership Team
You know your firm needs a better CRM. Now you need to convince your CIO, COO, or investment committee. Here’s how to build a business case that gets approved. Why CRM Business Cases Are Different at Investment Firms Getting approval for new technology at an investment firm is rarely straightforward. Leadership teams are often skeptical […]
AUM Growth and Technology: How Fast-Growing Funds Scale Their Investor Operations
Growing your AUM is the goal, but growth creates operational complexity that can undermine the investor relationships that drove the growth in the first place. Here’s how leading funds use technology to scale without breaking. The AUM Growth Problem Most asset management firms understand how to grow AUM, but fewer firms adequately plan for what […]
5 Signs Your Asset Management Firm Has Outgrown Its Current CRM
Most investment firms don’t realize they’ve outgrown their CRM until the problems are serious. These five warning signs tell you it’s time to upgrade before the damage is done. How Asset Managers Outgrow Their CRM CRM needs change as a firm grows. A spreadsheet-based system that works well at launch becomes a liability at scale. […]