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.
Next Level Security for Sensitive Data
Whether you are tracking contact info, banking and sensitive data, or portfolio results, our family office solutions provide the level of security needed with the flexibility to set rules for every member of your team. User permissions give complete control over user rights including defining who can access or edit specific data, right down to field level data.
Enhance Relationship Management
Further streamline your end-to-end reporting process and provide family members 24x7 access to documents with SatuitSIP Secure Investor Portal to easily provide highly customized report packages to your investors.
Fully Integrated Document Repository
Centralize all files through an integrated document repository for tracking every document; including legal contracts, presentations, letters, financials, and manager due diligence documents, no matter the file type. Any document stored in the CRM document repository can be easily shared with your investors.
The benefits of a family office management software
Customizable Modules
We provide modules that drive operational efficiency for tracking the selection and monitoring of managers, tracking investments, reporting to your investors, recording meetings and emails, or managing other communications.
Premium Service
Our US and UK-based client success team have an average tenure of 8 years and the management team comes from a background in asset management. Our service includes family office software, licensing support, configuration, and training as well as integration with other key industry software.
Robust 3rd Party Integrations
Easily keep track of activities and documents using Outlook and Google Mail integration. Import 3rd party and portfolio accounting data from industry-leading portfolio accounting software and 3rd party data sources, such as S&P Money Market Directory, FinSearches, or Pitchbook.
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.
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Support your team with easy access to all family touch points and data
Enhance Relationship Management
Centralize all files through an integrated Document Repository
Support Manager Due Diligence
Manage Deal Flow
Provide family members 24x7 access with our integrated Secure Investor Portal
Outlook and Google Mail integration
Desktop and mobile solutions
Integration Partners
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.
Resources
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.
