Streamline Investor Reporting with CRA: Heritage Investors Management

Streamlining Investor Reporting with CRA: A Case Study on Heritage Investors Management Corporation 

As a wealth management firm, Heritage Investors Management Corporation has been providing professional, personalized investment management to meet individual portfolio objectives. In order to manage the complexity of each client portfolio, they opted to utilize reporting software. 

Manage Investor Reporting with Satuit’s CRA

Initially starting with SatuitCRM for the management of relationships with client portfolios, Heritage Investors Management Corporation opted to also utilize Satuit’s Client Report Automation solution to produce over 1,300 portfolio reports. 


Download the case study today to view how CRA can be used to manage investor reporting for your business.

Heritage Investment Streamlines Investor Reporting