News
SatuitCRM vs Orion: Why Advisor Technology Platforms Fall Short for Institutional IR Teams
Orion is one of the most capable and widely adopted technology platforms in the financial advisory space. According to the
iCapital vs SatuitCRM: Understanding the Difference Between an Alternatives Marketplace and an Investor CRM
iCapital and SatuitCRM appear on investment management technology shortlists for different reasons, but they occasionally get compared to each other
CRM for Family Offices: Managing Investment Relationships Across Generations
Family offices are among the most sophisticated and demanding investor relationships in the investment management ecosystem. They bring institutional-caliber analytical
CRM Alerts That Actually Move the Needle: A Configuration Guide for IR Teams
Most CRM alert programs fail for the same reason: too many alerts, too little calibration, and too little follow-through when
Side Letter Management in Investment CRM: What Firms Get Wrong and How to Fix It
Side letters are one of the most operational complexity sources in institutional investment management, and most firms manage them far
Using CRM to Win More Institutional Mandates: RFP Tracking and Win Rate Analysis
Responding to institutional requests for proposal is one of the highest-effort, highest-stakes activities in investment management business development. A well-structured
Onboarding New IR Team Members with CRM: A Practical Guide
A new investor relations hire who joins a firm with a well-maintained CRM and a structured onboarding plan can be
CRM Compliance Audit Trails: What Investment Firms Need and How to Build Them
Investment management firms have always operated in a regulated environment, but the scrutiny applied to investor communication recordkeeping has intensified
Evaluating Investment CRM Vendors: A Practical Framework for Asset Managers
Most investment management firms approach CRM vendor evaluation the wrong way. They schedule demos, watch vendors present their platforms’ strengths,