Satuit and Dakota’s partnership provides a new integrated solution for sales teams targeting the investment sector. Learn how It offers a comprehensive approach to relationship
Satuit Technologies offers an award-winning cloud-based and mobile CRM for investors of private equity firms to simplify the fundraising pipeline and manage their General and
Satuit’s CRM software for fund distributions is specifically designed to optimize the efforts of fund distribution teams. Download our brochure to learn how to arm
Single and multiple family offices can equip themselves with a comprehensive software platform by SatuitCRM. Download the brochure to find out how family offices can
SatuitCRM enables a tailored experience to the unique needs of hedge fund managers. Download our brochure to learn how your hedge fund can see customization
SatuitCRM distinguishes itself with a robust array of features designed specifically for institutional investors and asset managers. Download our brochure to learn more about how
SatuitCRM can manage all the workflows across fundraising, dealflow, investor relations, compliance, and operation streams, while giving each user their best experience. Download our brochure
Many asset management firms have adopted, or are considering adopting, an investor portal to streamline investor report delivery. Investor Portal software may be an add-on
While it may be tempting, delegating the responsibilities of CRM selection, implementation, and ongoing support to IT has its shortcomings. Technology is only one piece
You did it! You launched your investor portal. After months of hard work and testing, you’ve finally sent out the invitations to log in to
