Family Office Software Solutions
Cloud-based family office software solutions built to manage the types of complex relationships typical of single-family and multi-family offices. Provide top-flight services to the families who depend on you for managing different aspects of family wealth such as helping family members choose a real estate investment or manage the complex ownership structures in a trust.
A family office CRM that support your team with easy access to all touchpoints and data.
The benefits of a family office management software
Financial institutions require a variety of client management solutions to streamline operations. The Satuit platform offers such software solutions as our industry-leading CRM, secure investment portal (SatuitSIP), client report automation (SatuitCRA) and a mobile CRM app (Satuit2Go). Easily integrate our platform with existing systems using SatuitSDX, our secure data exchange service.
Contact us today to learn more about how our software solutions can assist your business.
Introducing the Satuit Platform. Family Office CRM and Investor Portal Solutions Custom Built for You.
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),
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.
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.
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.