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SatuitCRM is expertly designed to address the unique needs of hedge fund managers. Seamlessly integrating with your existing systems, our state-of-the-art hedge fund CRM software delivers unmatched customization and efficiency, while strengthening fundraising, relationship management, and operational efficiency.
Our hedge fund CRM allows for the customization of your firm’s unique investor pipeline management and onboarding processes.
Easily visualize KPIs, activity metrics, and marketing performance.
Track all activities at both the contact and entity levels.
Import historical investor account information directly from your portfolio management system.
Capture and store documents in a centralized location for easy information access and management.
Email templates can be used for bulk or individual outreach. Edit on the fly, personalize signatures, and watermark attachments. You can also include fields from CRM contacts, accounts, businesses, and opportunity forms.
Analyze complex investor relationships and their advisors and activities in one location, providing a comprehensive summary of interactions.
Keep track of all of your critical investor-facing data for your open-ended and closed-ended funds and understand key information on subscriptions and redemptions, various tranches, investments dates, and share classes.
Our CRM seamlessly integrates with Outlook or Gmail, ensuring smooth communication and proper archival.
Our investor portal allows you to create, organize, customize, collate, and distribute regular reporting packages within our user-friendly CRM interface.
Workflows and triggers programmatically create tasks and notifications to lessen manual work and undocumented procedures.
Get seamless access to any important documents.
Our software is tailored to the unique needs of hedge funds, requiring little to no configuration.
Strengthen communication security with the ability to watermark email attachments.
Enjoy a smooth and easy implementation and setup process.
Successful hedge funds need a streamlined, secure, and customizable hedge fund CRM solution. Experience the benefits of Satuit’s Hedge Fund CRM and contact us today.