Satuit empowers financial professionals with comprehensive software to grow AUM and improve operations. Flexibility is critical, catering to diverse financial industry needs and enabling more
For three decades, Satuit has offered an indispensable CRM platform to over 750 asset managers, marking an era of unprecedented growth and commitment to excellence
View an analysis of customizable vs. configurable buy-side CRMs to understand which might be right for your firm.
Learn about the importance of cybersecurity in the asset management industry and ways to prevent cyberattacks.
An overview of asset management operational risks for 2022, with tips for cybersecurity, preventing data leaks and more.
Learn how CRM integration can improve efficiency and ROI, and discover tips for proper implementation of your program.
