Satuit Solutions
CRM Solutions Tailored for Buy Side Investment
Satuit Solutions provides tailored CRM solutions specifically designed to meet the unique needs of buy-side investment firms. Our platform helps to streamline operations, enhance client relationships, and drive investment success.
Tailored Industry Solutions for Investment Professionals, Asset Managers, & More
Satuit’s Secure Investor Portal offers investors 24/7 secure access to account data, documents, and forms with your firm’s branding.
Institutional Asset Management Solutions
Seamlessly Manage Complex Institutional Client Relationships
Satuit’s asset management CRM is tailored for institutional asset managers, streamlining the process of forming and managing complex client relationships while ensuring compliance and reporting needs are met. Users can break down data silos, facilitate collaboration on sophisticated investment strategies, and reveal opportunities between prospective and existing clients with a wealth of insights and analytics.
Maximize Efficiency with a Robust Feature Set
Custom Home Page(s)
Users can create dashboards for any oversight and insight into firm operations. Our CRM also offers the ability to visualize KPI's and view upcoming meetings, in addition to managing important tasks with a single click.
Institutional Sales Pipeline Tracking
Follow your institutional sales pipeline from initial outreach to funding seamlessly, tracking outside influencers such as investment consultants, board members, and OCIOs.
Automated Correspondence Capture
Automate the capture of all email and document correspondence for streamlined communication.
Secure Data Exchange Tools
Capture data seamlessly from your own software systems and 3rd party data sources for comprehensive insights.
Fund Distribution
Tailored CRM Solutions for Fund Distributors
Satuit’s integrated suite harmonizes marketing, relationship building, roadshows, and travel for fund distributors. Our comprehensive offering simplifies facilitating inside sales support and outdoor sales while bolstering marketing efforts for lead generation. With the inclusion of our secure investment portal (SatuitSIP) and client report automation (SatuitCRA), our tools are crafted to streamline your fund distribution processes, ensuring greater efficiency in every aspect of your operation.
Keep Track of Things Like:
Fund Performance Monitoring
Identify high-performing assets, as well as gaining and losing firms and representatives, while staying updated on asset movements.
Opportunities
Monitor new firms and brokers purchasing funds and remain informed about potential risks.
Advisor Production
Keep tabs on advisor contributions and streamline the reporting process.
Manage Marketing Collateral
Centralize the marketing collateral, providing the sales team constant access to the latest materials and tracking which advisors received which content.
Approval Process Management
Efficiently process approvals and continuously refine platform approval procedures.
Activities of Registered Representatives & Brokers
Track funds and individual balances, last meetings, and activities with flags for follow-up.
Private Equity
Highly Intuitive Portfolio & Investor Management Solutions
Our CRM is designed to support the complexities of private equity operations. Providing an array of investor relations, deal flow management, and fund raising tools, our easy-to-use cloud-based CRM solution allows for efficient management of fundraising activities, investor communications, deal flows, portfolio oversight, legal contracts, workflows, and the tracking of numerous potential investments, all aimed at streamlining your private equity firm’s processes for maximum efficiency and growth.
Support Private Equity Operations with Various Features
Deal Lifecycle Management
Manage the entire deal lifecycle from prospecting to closing and efficiently create and manage a robust fundraising pipeline.
Capital Calls and Compliance Management
Integrate CRM with Outlook and Gmail for seamless capital call management and investor compliance reporting.
Efficient Data Importation
Lists can be easily imported from third-party industry vendors, facilitating re-engagement with investors interested in future funding rounds.
Family Offices
Cloud-based Family Office Software Solutions
Our comprehensive suite of cloud-based family office software solutions is tailored for both single-family and multi-family offices that aim to provide unparalleled service. It facilitates the management of all aspects of wealth, from real estate investment decisions to the handling of complex trusts. Our platform ensures the highest security for contact information, sensitive data, and portfolio results with a flexible system that allows custom rule-setting. Enhance your relationship management through customizable modules and leverage robust third-party integrations for efficient activity and document tracking.
Take Advantage of Features That Reduce Complexity & Increase Efficiency
User Permissions
Gain full control over user rights, including access and edit permissions down to field-level data.
Investor Portal
Streamlines reporting processes and offers 24/7 access to documents for family members and interested third-parties such as lawyers and accountants.
Integrated Document Repository
Centralize and track all files/documents, with easy sharing capabilities to investor clients.
Customizable Modules
Improve operational efficiency and track the selection and monitoring of managers, investments, and report creation.
Hedge Funds
Comprehensive Hedge Fund Software Solution
Elevate capital-raising efforts with our user-friendly hedge fund software solutions that offer an integrated approach to front and middle-office operations. Our hedge fund software solutions enhance efficiency, compliance, sales outcomes, client services, and reporting. Including a fully integrated investor portal and investor report management, our platform ensures compliance and supports a wide array of report types.
Empower Your Investor Relations Team With These Features & Capabilities
Opportunity Management
Customize modules to support fundraising with dashboards, activity tracking, and integrated marketing tools.
Activity and Historical Data Tracking
Import historical investor account information and track activities at both the contact and entity level.
Investor Relations
Gain a 360-degree view your your current and historic investor relationships, maximizing the ability to leverage the depth of the existing relationship for future growth.
Centralized Document Repository
Streamline the management of documents accessible to your team.
Communication Tools
Efficiently process approvals and continuously refine platform approval procedures.
Wealth Management
Innovative Wealth management software
Our cloud application is crafted to manage investment sales and investor relations, aiding financial advisors in servicing individuals, families, households, or trusts efficiently. This tool is designed to elevate client service and operational efficiency and is built by industry professionals for industry professionals. Now, financial advisors can minimize overheads while focusing on strengthening client relationships.
Leverage a Wide Array of Features & Capabilities
Comprehensive Investor Relations Management
Easily manage relations with advisors and third parties, merging them into a single cohesive entity.
Key Connections Insight
Break down data silos to uncover vital connections and influencers among contacts.
Efficient Reporting
Deliver reports, handle client onboarding forms, regular statement distribution, and portfolio valuation updates via a client self-service portal.
Unified Interaction Tracking
Maintain records of all interactions in one location.
Email Marketing Campaign Management
Utilize leading marketing plugins to track and manage campaigns effectively.
Contact Satuit & Discover How Our Solutions Can Empower Your Business
Your partnership with Satuit starts here. Transform your operations, engage your clients more effectively, and secure a competitive advantage with our industry-standard CRM solutions.
