SatuitSIP: A Secure Client Portal Built Into Your CRM

SatuitSIP is Satuit’s secure client and investor portal, built natively into SatuitCRM rather than sold as a separate, bolted-on product. Because the portal and the CRM share one data layer, clients always see current information and your team never manages a second system.

At a Glance

24/7 self-serve access to account data, documents, and forms
1 shared data layer, no separate sync or integration to maintain
100% of portal document deliveries automatically logged for compliance

WHAT CLIENTS GET

Personalized views

Each client sees only what applies to their relationship, enforced automatically through document-level permissions, including any special provisions tied to their record.

Current data, always

Account information updates in real time with the CRM, no manual refresh or batch export.

Your brand, not ours

SatuitSIP is fully white-labeled, so clients log into an experience that looks like your firm's platform.

Mobile access

A desktop-equivalent experience on mobile, for clients checking documents while traveling or between meetings.

WHAT YOUR TEAM GETS

Early warning signals

Declining login frequency or document activity feeds into the CRM as a relationship health signal, often before it becomes a formal conversation. Pairs well with task and activity management.

Less manual distribution

Publish a document once and it's instantly available to every client with permission, no more managing distribution lists or resending PDFs on request.

Capacity without headcount

As AUM and client count grow, the portal absorbs the added volume of document requests and routine questions instead of requiring additional staff.

Built-in compliance trail

Every document delivery is tracked automatically, no manual logging required to demonstrate a client received and accessed information.

WHAT FIRM LEADERSHIP GETS

A competitive signal

For clients with relationships across multiple managers, the portal is often the most visible part of the experience outside direct conversations, a professional portal reflects on the firm as a whole.

Pricing clarity

No separate license, no separate implementation project, no ongoing integration cost between two systems. See pricing for tier details.

Who It's For

Built for firms managing ongoing client or investor relationships, including institutional asset management and private equity firms, where 24/7 self-serve access and consistent branding are baseline expectations, not differentiators.

Learn More

Schedule a demo to see SatuitSIP and SatuitCRM working together, or read what SatuitSIP delivers for your LPs and your team.