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.
How to Integrate Investor Portal and Asset Management CRMs: A Case Study on The Corundum Group
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 soon
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.
Measurable ROI for Client Report Automation | Satuit
Learn how to find a measurable ROI for your client report automation services, explained by the CRA providers at Satuit.
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.