Currently, family offices in the wealth management sector manage an astounding $5.9 trillion in assets world-wide. With a significant portion of the world’s wealth concentrated in this realm, such businesses need to have efficient and effective tools to manage their assets.
SatuitCRM offers comprehensive solutions tailored specifically for family offices to streamline operations and maximize productivity. Today, we’re discussing five ways SatuitCRM serves single family and multi-family offices.
The Need for Family Office Wealth Management Software
Robust CRM software can benefit family offices immensely. It allows the family’s financial advisors to track and manage complex family structures and their investments effectively. Such systems facilitate better communication among family members, both near and far, as well as their advisors, providing them with a centralized platform for accessing critical information and insights.
Furthermore, as your family office grows in size and complexity, a sophisticated CRM like Satuit becomes essential for maintaining organization and ensuring strategic decision-making.
Here are the main ways SatuitCRM serves family offices:
1. Protect & Manage Sensitive Contact Details
With SatuitCRM, you can manage vital contact information, banking details, and portfolio data while benefiting from top-tier security measures. Moreover, our CRM software allows users to set flexible security rules for each team member, carefully controlling the level of access to or editing rights for data.
2. Leverage End-to-end Reporting Processes
In addition to streamlined end-to-end reporting processes, Satuit ensures round-the-clock access to documents via our Secure Investor Portal. Utilizing features like multi-tiered reporting capabilities, selective visibility can be provided to family members, making it a feasible solution for families with complex trust structures.
3. Centralize Key Documents and Customizable Modules
SatuitCRM allows effortless management of permissions and aggregate reports across accounts. You can centralize key documents and leverage customizable modules to track the selection and monitoring of managers and investments, manage meeting and email records, or handle other essential communications.
4. Seamless Integration with Third-Party Tools
Satuit is designed to integrate flawlessly with third-party tools like Outlook and Gmail. You can import data on the investments from your portfolio accounting tool, custodian, or fund administrators for seamless operations.
5. Experience Unrivaled Support
When you choose Satuit’s family office wealth management software, you gain access to an exceptional support team that possesses years of hands-on experience in asset management. They provide comprehensive support, including licensing, configuration, and training.
Enhance Relationship Management with Satuit’s Investor CRM
SatuitCRM stands out as an essential tool for family offices aiming to enhance their wealth management strategies and maintain exceptional client relationships. Bringing robust features and unparalleled support, Satuit empowers financial advisors and families to navigate the complexities of their financial portfolios efficiently.
Contact Satuit to learn more about our CRM software for family offices and experience streamlined operations and improved relations.
