Institutional Asset Management CRM

Satuit Technologies offers an innovative institutional asset management CRM solution. We know finding new institutional clients is labor-intensive and keeping those clients means meeting stringent compliance and reporting requirements.

Institutional client management requires dynamic, powerful tools

Satuit's Institutional Asset Management CRM Services

Manage Complex Institutional Clients & Consultants

Build a custom Home Page to ensure information is readily accessible so you can easily track complex relationships, historical client account information, and manage sales opportunities.

Track Institutional Sales Pipeline from Query to Funding

Track contacts and relationship history, the sales pipeline, mass mail, marketing campaigns, events, and calendars. Management reporting and dashboards can be quickly implemented without the need for technical consultants.

Capture Email, Documents, & Correspondence

Our institutional asset management CRM provides a central repository for all information about each client, consultant, or prospect with intuitive sales force automation; allowing users to track clients, prospects, interactions, and activities.

The edge needed to keep existing clients and find new ones.

We Focus on Support, so you Focus on Service

Implementation typically takes less than half of the time of other vendors; providing you with immediate return on your investment. Satuit includes support, configuration services, and training in licensing costs.

Break Down Data Silos

Satuit's institutional asset management CRM software makes collaborating on complex institutional investment strategies easy by focusing on relationships instead of contact management; breaking down data silos, making it easy for you to identify opportunities and connections among prospects and clients.

Import 3rd Party and Portfolio Accounting Data

Use our Secure Data Exchange tools (SatuitSDX®) to pull in data from industry-leading portfolio accounting software and 3rd party data sources, such as S&P's 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.

Introducing the Satuit Platform: CRM and Investor Portal Solutions Custom Built for You.

Manage complex institutional clients and consultants

Track the institutional sales pipeline from query to funding

Import data from 3rd parties and portfolio accounting software

Plan travel and roadshows

Manage RFP's

Capture email, documents, and correspondence in one place

Collaborate on complex institutional investment strategies

Optional investor portal module

Plug-ins for Outlook, Gmail, and e-marketing software

Integration Partners

We are proud to work with innovative organizations and institutions from financial services to academia and beyond.

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

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.