Secure Investor Portal: SatuitSIP®
The SatuitSIP Secure Investor Portal provides asset management professionals and their investors with secure 24×7 access to account data, documents, and forms. Our software can be easily branded and embedded into your corporate website with no programming or web design skills required.
An all-in-one document management tool.
Manage your investor communications in an entirely new way.
In addition to our Secure Investor Portal, we provide a variety of solutions for the asset management market including our asset management CRM, Client Report Automation Software, 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.
Satuit Secure Investor Portal: A digital experience that simplifies reporting, the process of managing forms, and investor daily account updates.
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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.