What to Look for in Investor Portal Solutions
A secure investor portal, if effective, can help streamline your asset management firm. Learn which features to analyze prior to choosing a software for your firm.
Investor Relations Software: All You Need to Know
281.1 billion emails are sent every day. That is nearly 38 emails for every person on the planet. More than half of them are spam and some contain malware. Email is the least efficient way to inform investors about new products or about changes at your firm.
Driving Investor Engagement
“Build it, and they will come…” – Bill Durham/Field of Dreams. Has your company implemented an investor portal only to find out that your investors don’t log in? Is a “failure to launch” proof investors are not interested in using a portal?
Streamline Investor Reporting with CRA: Heritage Investors Management
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 professional, personalized investment management to meet individual portfolio objectives. In order to manage the complexity of each client portfolio, they opted to utilize reporting software. Manage Investor Reporting with Satuit’s […]
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 legacy CRM and report packaging products from separate vendors to a singular integrated approach. This case study delves into an approach to client systems integration. How to Integrate A Legacy […]
The Value an Investor Portal Brings to a Firm and Its Investors
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 for streamlining investor report delivery. In reality, proper implementation of an investor portal software can bring a new channel for investor engagement, streamlined operations, and support of marketing efforts. How […]
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.
Investor Reporting Software | Convenience, Simplicity, Easy Access
Most investors seek convenience, simplicity, and easy access (CSE). For traditional financial assets, CSE means daily, weekly, or monthly electronic updates on their investment market values, losses/gains. It means not having to make phone calls to get forms.
