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.
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
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
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
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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.