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.
An intuitive front and middle office solution that drives improved efficiency, compliance, and results of sales, client service, and client reporting teams.
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.
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
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.
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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.