Investor Relationship Management Software for Asset Managers
Ensure transparency into your pipeline and client engagement with our award winning and proven investor relationship management software. Whether you are an institutional asset manager, private equity shop, hedge fund, funds distribution, family office, or wealth manager, we has a solution designed for you.
Satuit Technologies offers complete pipeline & investor relationship management software solutions for Institutional Asset Managers.
We know that finding new clients is labor-intensive and keeping clients means meeting stringent compliance and reporting requirements. Success requires that you build a strong team of professionals and give them the tools to do their jobs.
SatuitCRM® and SatuitSIP™ deliver award-winning solutions that will give you the edge needed to both keep your existing clients and find new ones.
Institutional Asset Management
Private Equity
SatuitCRM® software for Private Equity is an award-winning cloud-based and mobile CRM application. We provide your team a full suite of easy-to-use tools for managing fundraising, investor relationship management, deal flow, and portfolio management.
Easily deploy on desktops and mobile devices for users in the main office, in the field, at home, in a hotel, or from any branch office.
With SatuitCRM, your deal details and investor contacts are always just a click away.
SatuitCRM® for Hedge Funds is designed specifically for hedge funds and institutional investment professionals. Our relationship management software helps fund managers execute fundraising and client on-boarding, as well as streamlining compliance and regulatory reporting to your clients.
With SatuitCRM, your team will have more time to grow and manage assets.
Hedge Fund
Funds Distribution
Funds Distribution teams have unique needs, and Satuit offers a software solution designed for them. Our solutions enable your inside and outside sales teams the ability to easily plan and execute product road shows, and manage mail campaigns. They can also provide information to 3rd party distributors via an integrated secure investor portal, as well as track fund flows from your transfer agents.
With SatuitCRM® and SatuitSIP™, your funds distribution team can easily increase your brand awareness, generate demand, and correlate your sales efforts with fund flows.
SatuitCRM® was built to manage the complex relationships that are typical of a family office. Drive operational efficiency whether you are tracking the selection and monitoring of managers, tracking investments, recording meetings and emails.
SatuitSIP™ helps manage communications and reporting with family members and their other interested 3rd parties including accountants or lawyers.
Satuit will help you reduce the costs of providing top-flight services to the families who depend on you for managing many different aspects of their wealth.
Family Offices
Wealth Management
SatuitCRM® will help your team reduce the costs of winning new clients and retaining existing accounts. Our pipeline management & investor relationship management software solutions help you manage every aspect of your front and middle office. It provides transparency into traditional customer relationship management, opportunity tracking, marketing, mass mailing, document, and expense management (tied to contacts), as well as monthly/quarterly statement generation.
Combine it with SatuitSIP® and SatuitCRA® to create a full integrated statement and report generation tool which streamlines the process of statement generation and includes a client portal that can be easily managed within SatuitCRM.
