Client Report Automation: SatuitCRA™
SatuitCRA is a comprehensive content automation solution for creating personalized investor reporting packages and due diligence packages for investors and their advisors. SatuitCRA streamlines the critical client reporting process. By automating your current manual report compilation functions, you will save time and reduce errors.
Eliminate client reporting roadblocks.
Streamline your client reporting process.
In addition to our client report automation software, we provide a variety of solutions for the asset management market including our asset management CRM, Secure Investor Portal, and mobile CRM app. Easily integrate the Satuit Platform with any existing systems utilizing our Secure Data Exchange.
Contact our specialists today to see how the Satuit Platform suite of products can assist your organization.
Introducing SatuitCRA: An easy-to-use client reporting automation solution.
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Focused exclusively on the Investment and Asset Management industry, Satuit’s CRM, portal, and reporting software offer a complete front-office solution delivered at a fixed price to drive improved efficiency, compliance, and results of the sales, client service, and client reporting teams. Our implementation includes software, support, configuration services, and training that can typically be completed in less than half the time of other vendors, allowing an immediate return on your investment.