Hedge Fund Software Solutions
Enhance capital raising with our easy to use hedge fund software solutions. Our CRM allows you to customize our opportunity management module and support your investor relations team with investor dashboards, activity tracking, and integrated marketing tools.
Enhance capital and support your investor relations team.
Investor Pipeline
Support your investor relations team with investor dashboards, activity tracking, and integrated marketing tools. Track all activities at the contact and entity level and import historical investor account information from your portfolio management system. Our hedge fund CRM lets you capture all documents in a central repository.
Investor Group Calls
SatuitCRM easily manages group conference calls and meetings, allowing you to create a group activity and invite contacts from multiple companies. Send meeting confirmations and follow-up emails to all participants with just a single click.
Investor Relations
Our hedge fund software solutions allow you to track complex relationships with investors and their advisors. Investor activities are tracked in one location (rather than scattered around under different tabs) making it easy to see and summarize your interactions with investors and prospective investors.
An intuitive front and middle office solution that drives improved efficiency, compliance, and results of sales, client service, and client reporting teams.
Satuit Email Templates
Send "templated" messages and bulk mailings to an individual or a group of contacts. You can edit a template on the fly, personalize signatures, and watermark an attachment. Email templates can include any field from your CRM contact, account, business, and opportunities forms.
Integrated with Outlook & Gmail
Email templates are built on Outlook or Gmail and are included with our software. Satuit integrates your contacts and activities with Outlook and Gmail allowing you to add inbound and outbound emails with a single click.
Investor Portal
In addition to our robust CRM offering, we provide an optional fully integrated investor portal and investor report management. With these, you can create, organize, customize, collate, and distribute monthly, quarterly, and annual investor reporting packages using the familiar interface of SatuitCRM.
Financial institutions require a variety of client management solutions to streamline operations. In addition to our CRM solutions for hedge funds, the Satuit platform offers a 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.
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Manage your investor pipeline
Manage investor communications
Easily organize and track group conference calls
Integrate contacts and activities with Outlook© and Gmail©
Add inbound and outbound emails with a single click
Automatically watermark attachments to emails
Capture all documents in a central repository
Manage the contract and legal workflow
Satuit2GO® lets your team access their data from a mobile phone
Integration Partners
Carderock Capital Management and Client Systems Integration
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 legacy
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.
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), and
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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.
