Investment management firms operate across a technology stack that includes portfolio accounting systems, fund administration platforms, data enrichment providers, marketing automation tools, and investor portal
Capital calls and distributions are among the most operationally sensitive communications that investment management firms send to LPs. They are time-sensitive, legally significant, and subject
The buy-side CRM category is in the middle of its most significant transformation since the shift from on-premise client-server systems to cloud-based platforms in the
The operational value of a CRM depends in part on how quickly team members can get from needing information to having it. An IR professional
Data quality is the single most important determinant of CRM value in investment management. A platform with excellent pipeline management tools, sophisticated alert infrastructure, and
We’re excited to bring AI into the Satuit solution. Satuit Agent, a new AI assistant built into SatuitCRM, is powered by our new MCP/AI layer,
Satuit Release 18.4 marks a turning point for the platform with the introduction of Satuit Agent, a conversational AI assistant built directly into SatuitCRM. Alongside
Wealthbox has earned its reputation as one of the most advisor-friendly CRM platforms in the wealth management market. The platform consistently ranks among the highest
Every investment management firm that has implemented a CRM has also experienced the adoption problem in some form. The platform is configured and ready. The
Document management in investment management firms is more operationally complex than it appears from the outside. The documents that IR and business development teams create,