The asset management and investing industry is steadily witnessing a rise in the use of wealth management software, with recent reports revealing that the global market for wealth management software is experiencing continuous growth.
As of 2022, the wealth management software industry was valued at $4.27 billion, with projections indicating the market will reach a compound annual growth rate (CAGR) of 13.9% by 2030. CRM software systems, in particular, have become an essential tool for wealth managers to manage their clients and assets effectively.
Considering steady market growth and increasing reliance on technology, wealth managers must select the right CRM software to meet their specific firm needs and requirements.
About Satuit’s Wealth Management CRM
Designed by investment professionals, Satuit’s cloud-based CRM solution effectively caters to the needs of wealth management firms. With SatuitCRM’s many capabilities, wealth managers and investment professionals can:
- Streamline operations
- Engage in fundraising efforts
- Manage investor relations
- Elevate client service
This comprehensive CRM for wealth management ensures that the process is seamless and efficient, whether you are managing relationships with individuals, families, households, or trusts.
Breaking Down Silos & Enhancing Client Service
Satuit’s wealth management software eliminates data silos that often hide key connections and influencers among contacts. Utilizing integration capabilities magnifies your firm’s efficiency and effectiveness, simplifying complex investor relations.
Powerful Features, Effective Wealth Management Solutions
Satuit offers a range of features designed to improve productivity, including:
- Client onboarding management
- Regular report distribution
- Self-service portal
- Document management
- Contact management
- Opportunity tracking
- Marketing initiatives
- Event management
Integration with Industry Standard Platforms
Offering numerous third-party integrations, Satuit supports various marketing automation tools, portfolio accounting systems, and more:
- Email: Enable seamless import of email marketing campaign data into the CRM with platforms like Outlook and Gmail.
- E-Signature Tools: Securely obtain signatures through integration with the industry-leading signature tool, DocuSign.
- Marketing Automation: Automatically transfer contacts from SatuitCRM to marketing automation platforms like ProFundCom, Constant Contact, or Mailchimp for targeted marketing campaigns.
- Portfolio Accounting, Custodial, and 3rd Party Data: Automatically synchronize portfolio data and streamline data entry from industry-standard systems like Advent, Dakota, Eagle PACE, and others.
Seamless Support and Service
Satuit’s service goes beyond mere software provision. It provides wealth licensing, support, configuration, and training crafted to align with your firm’s needs. Support is offered in the form of client training, personal technical assistance, user forums, and other resources to help you leverage Satuit’s software effectively.
Learn More About Our Wealth Management CRM Solutions
Discover the Satuit difference today and discover how our CRM software can transform your firm’s wealth management services. Contact us to learn more about our tailored CRM solutions or book a demo.
