Resources
Through years of experience and partnerships with leading companies in the industry, we have developed a wide range of resources, which we are happy to share with you. Browse the categories below to learn more about industry thought leadership, expert opinions, and Satuit platform results.
Whitepapers
Investor Portal Solutions | Increase Adoption and Drive Success
Investor Portal Solutions Investor portal solutions can provide your business with various improvements, such as streamlined communication and increased investor engagement. The key to experiencing
Strategies for Successful CRM Implementation | Satuit
While it may be tempting, delegating the responsibilities of CRM selection, implementation, and ongoing support to IT has its shortcomings. Technology is only one piece of the puzzle; Asset Management firms need a strategy that fully supports the initiatives of the sales, marketing, client retention, and management teams.
The Value an Investor Portal Brings to a Firm and Its Investors
The Value of an Investor Portal The value of an investor portal can extend well past the common misconception that it is only a tool
10 E-Marketing Tips for SatuitCRM
Our Top 10 E-Marketing Tips Our industry-leading CRM email management software, SatuitCRM, can ensure that your business implements effective marketing campaigns. Learn about our top
An Effective Vendor Management Program | The Satuit Platform
Learn about how to build an effective vendor management program by utilizing useful features present in the Satuit Platform.
Secure Data Exchange Service with SatuitSDXⓇ
Secure Data Exchange Services At Satuit we provide a host of application services including a secure investor portal (SatuitSIP), client report automation (SatuitCRA), CRM (SatuitCRM),
Measurable ROI for Client Report Automation | Satuit
Learn how to find a measurable ROI for your client report automation services, explained by the CRA providers at Satuit.
A CRM Checklist for Success: Critical Factors | Satuit
Our CRM Checklist for Success A CRM Checklist for success can ensure that you are deploying your CRM solutions effectively, receiving the full intended benefits.
Case Studies
How to Integrate Investor Portal and Asset Management CRMs: A Case Study on The Corundum Group
The Corundum Group (TCG) operates as a Registered Investment Advisor, responsible for over $1 billion in assets. Originally searching for a secure investor portal, TCG
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
Carderock Capital Management and Client Systems Integration
Client Systems Integration: A Case Study on Carderock Capital Management Carderock Capital Management, a registered investment management firm, recently found the need to move their
Get in touch with our Sales Team
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.
