Wealth Management Software Solutions
SatuitCRM® for financial advisors and wealth managers is a cloud application designed by investment professionals specifically for managing investment sales and investor relations. Whether you are working with an individual, a family, a household, or a trust, our wealth management software will make it easier to service existing relationships and win new clients.
Take your firm to new levels of client service, efficiency, and effectiveness.
Software built by industry professionals for asset management firms.
Financial institutions require a variety of client management solutions to streamline operations. Our wealth management software platform includes our CRM, 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.
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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
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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.