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What Is an Investor Portal and How Does It Work?
If you manage capital for institutional investors, family offices, high-net worth individuals, or LPs, your investors expect more than a
How a 360-Degree Investor View in Your CRM Improves Retention and Referrals
The phrase “360-degree view” gets used a lot in CRM marketing. But for asset management firms, it has a specific
How to Run a CRM Health Check at Your Investment Firm
Most asset management firms implement a CRM and then let it run. What they rarely do is step back and
How to Build a CRM-First Culture at Your Asset Management Firm
A CRM is only as good as the data in it. And the data is only as good as the
How Multi-Strategy Firms Use CRM to Manage Investor Relationships Across Funds
Multi-strategy investment firms face a CRM problem that single-strategy managers don’t: every investor may have a different relationship with a
SatuitCRM vs Backstop: Which CRM Is Right for Institutional Investors?
If you’re an institutional asset manager, fund of funds, or alternative investor evaluating CRM platforms, Backstop and SatuitCRM are two
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,
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
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