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 Services
The edge needed to keep existing clients and find new ones.
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.
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.
Streamlining Investor Reporting with CRA: A Case Study on Heritage Investors Management Corporation As a wealth management firm, Heritage Investors Management Corporation has been providing
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.
The Value of an Investor Portal The value of an investor portal can extend well past the common misconception that it is only a tool
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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.