News
SatuitCRM’s Reporting Tools: What You Can Build Without a Developer
One of the most common complaints about CRM platforms in investment management is that getting useful reports out of the
SatuitCRM Pricing: What Investment Firms Actually Pay and What It Includes
Most investment management firms evaluating CRM platforms struggle to get a clear answer on pricing until they are already deep
How Investment Management Firms Are Using Data to Compete on Investor Experience
The investment management firms winning the investor experience competition in 2026 are not doing so by hiring more IR staff
Using CRM to Identify Cross-Sell Opportunities in an Existing LP Base
The most frequently overlooked capital raising opportunity for investment management firms is not in the prospect pipeline. It is in
The Best Institutional Asset Management CRM in 2026: A Platform-by-Platform Breakdown
Institutional asset management firms evaluating CRM platforms in 2026 have more options than at any point in the category’s history,
SatuitCRM Integrations: How the Platform Connects to Your Existing Technology Stack
An investment CRM that operates as an island from the rest of the firm’s technology stack is an administrative burden
Recordkeeping Requirements for Investment Advisers: What Your CRM Needs to Capture
Recordkeeping compliance for investment advisers has moved from a background administrative obligation to a front-office operational priority. The SEC has
What a CRM Can and Cannot Do: Setting the Right Expectations Before You Buy
Every investment management CRM implementation fails in roughly the same way: the firm bought the platform expecting it to solve
CRM for Venture Capital Firms: What VC Teams Need Beyond Deal Flow Tracking
The CRM conversation in venture capital almost always starts with deal flow. Which portfolio companies are in which stage, how