The economics of wealth management have always rewarded scale. A firm that can serve more clients at higher AUM per relationship without proportionally increasing the
Satuit Release 18.3 focuses on reducing manual data entry and keeping contact records current with minimal effort. This release builds on the search and UI
Mutual fund wholesaling is a relationship business operating at scale. An external wholesaler covering a defined territory may manage hundreds of advisor relationships across broker-dealers,
Private equity firms evaluating CRM platforms in 2026 will almost always encounter both SatuitCRM and Altvia on their shortlist. Both platforms were purpose-built for the
A capital raise is one of the most operationally complex activities an investment management firm undertakes. It involves managing dozens or hundreds of investor relationships
For most of the past several decades, investment performance was the primary differentiator between asset management firms competing for institutional capital. Performance still matters. It
Most investment management firms do not set out to build their operations on a generic CRM. It usually happens gradually. The firm starts small, a
HubSpot is one of the most recognized CRM platforms in the world. It is easy to use, well-priced for early-stage teams, and genuinely effective for
The phrase “investor portal” gets used loosely in the investment management industry. Some vendors use it to describe a secure document repository. Others use it
Most investment management firms that implement a CRM do a solid job of capturing the basics: contact names, email addresses, phone numbers, firm affiliation. What