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 realized that as business continued to grow it would also require asset management CRM

Integrating Investor Portal Solutions with Asset Management CRMs For Your Business

Similar to challenges faced by The Corundum Group, your growing business may be wondering how to combine CRMs, client reporting, and/or portal software solutions to meet your needs. Luckily, at Satuit Technologies, Inc. we work with our clients to ensure they receive the best solutions for their business. Our solutions expand across industries including buy-side asset management, institutional, hedge fund, wealth management, private equity, and real estate markets. 

 

Download the case study today to learn more about combining software solutions for your business.