News
Migrating from Microsoft Dynamics to a Purpose-Built Investment CRM: What to Expect
Microsoft Dynamics 365 is a capable enterprise platform that lands on investment management firms’ technology stacks in a few predictable
The Investment Manager’s Guide to Building a CRM RFP
The decision to issue a formal RFP before selecting a CRM platform is the right one for most investment management
How to Track Redemption Risk Inside Your CRM Before It Becomes a Problem
One of the most consistent findings in investment management operations is that redemptions are rarely surprises to the investors who
CRM for Fund of Funds: Managing LP and Underlying Manager Relationships in One Platform
Fund of funds managers operate under a relationship management complexity that most CRM platforms were not designed to address. On
SatuitCRM Email Features: Signatures, Templates, Branding, and Emailing Directly from the Platform
One of the most operationally impactful capabilities in a purpose-built investment CRM is the ability to send, track, and log
How Buy-Side CRM Technology Has Evolved and Where It Is Heading
The CRM category in investment management has changed more in the past decade than in the preceding two decades combined.
SatuitCRM vs Navatar: CRM Comparison for Alternative Asset Managers
Alternative asset managers evaluating CRM platforms in 2026 will encounter both SatuitCRM and Navatar on their shortlists. Both platforms are
The True Cost of a Generic CRM in Investment Management
The initial cost comparison between a generic CRM and a purpose-built investment management platform almost always favors the generic option.
How CRM Data Supports Succession Planning at Investment Management Firms
Key person risk is one of the most consistently cited operational vulnerabilities in institutional investment management. Allocators and LPs ask