Case Study: Heritage Investors Management Corporation
In order to manage the complexity of each client portfolio, Heritage Investors Management Corporation opted to utilize Satuit’s Client Report Automation solution to produce over 1,300 portfolio reports. Learn how they manage investor reporting. Download Case Study by Filling Out Our Quick Form
Case Study: Carderock Capital Management
Carderock Capital Management found the need to move their legacy CRM and report packaging products from separate vendors to a singular integrated approach. Learn about our approach to client systems integration. Download Case Study by Filling Out Our Quick Form
Case Study: The Corundum Group
Find out how TCG realized that as business continued to grow it would also require asset management CRM and how Satuit helped them do that. Download Case Study by Filling Out Our Quick Form
Webinar | Is Your CRM a Wealth of Untapped Potential?
Watch Our Exclusive Content by Filling Out Our Form Name(Required)Primary Team(Required)Primary TeamClient / Investor relationsComplianceInvestmentsOperationsAdminMarketingSales / Consultant relationsIT / DevEmail(Required) Direct Line Consent(Required) I agree to the privacy policy. We won’t send you any emails other than the Whitepaper requested. For further details, review our Privacy Policy Watch Jamie Plassmann, General Manager at Satuit Technologies, […]
