News
SatuitCRM Mobile: Managing Investor Relationships on the Road with Satuit2GO
Investment management is not a desk job. Roadshows, investor conferences, due diligence visits, annual meetings, and consultant days are among
CRM for Registered Investment Advisors: What to Look for Beyond Portfolio Management
The RIA market spans a wide range of operating models. A small advisory practice with 150 retail household relationships and
SatuitCRM vs Redtail: Why Advisor CRMs Fall Short for Buy-Side Investment Managers
Redtail CRM ranked as the most popular choice, used by approximately 43% of financial planning firms, according to the 2026
Next-Best-Action Intelligence in Investment CRM: What It Is and Why It Matters for IR Teams
Most CRM alert systems in investment management tell a relationship manager when something has already gone wrong: a contact frequency
How MCP and AI Are Transforming Investment CRM: What the Next 12 Months Look Like
The AI conversation in investment management technology has moved fast in 2026. What was speculative 18 months ago, AI that
How to Build a Data Quality Program for Your Investment CRM
Every CRM capability in investment management, the pipeline reporting, the retention monitoring, the AI-generated relationship briefs, the compliance audit trail,
The Rise of the Investor-First Operating Model: What It Means for CRM Strategy
Something structural has changed in how investment management firms think about the investor relationship. For most of the industry’s history,
CRM for Secondaries Funds: Managing LP Relationships in a Fast-Moving Capital Environment
The secondaries market has grown from a niche liquidity mechanism into one of the most dynamic segments of the private
SatuitCRM vs Practifi: Purpose-Built Investment Platform vs. Enterprise Advisory CRM
Practifi has built a strong reputation as an enterprise-grade CRM for wealth management firms. It describes itself as the leading