Fund Distribution Software Solutions
Fund distribution software solutions that recognize the special CRM needs of fund distribution teams who need to balance ongoing marketing, relationship building, roadshows, and travel. Satuit Technologies makes it easy for inside sales to support outside sales reps and for marketing to deliver more leads.
Plan and execute product roadshow, track activities, manage mail campaigns, update CRM data from the road, and provide information to 3rd party distributors via an integrated secure investor portal, and track fund flows from transfer agents.
Meet the reporting, accounting, and regulatory expectations and obligations of investors.
Financial institutions require a variety of client management solutions to streamline operations. Our fund distribution software solutions include our 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. CRM and Investor Portal Solutions Custom Built for You.
The Corundum Group (TCG) operates as a Registered Investment Advisor, responsible for over $1 billion in assets. Originally searching for a secure investor portal, TCG
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
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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.