Who We Serve
Serving Investors & Asset Managers for Nearly 30 Years
Satuit is a trusted provider of CRM solutions and has served investors and asset managers for nearly three decades. With a steadfast commitment to excellence, Satuit helps finance professionals capitalize on various opportunities within the dynamic buy side investment industry.
Comprehensive CRM Solutions for Asset Management, Private Equity, Hedge Funds, Family Offices & More
Satuit’s Asset Management and Investor Relations CRM software is tailored to the unique nuances of the buy-side investment sector. Our solution serves the needs of buy-side institutional asset managers, wealth managers, private equity firms, real estate investors, hedge funds, 3rd-party marketers, and family offices, facilitating streamlined institutional client management, as well as greater efficiency and insight at every stage.
CRM Optimized for Every Role in Your Growing Firm
No matter what asset classes your firm specializes in, SatuitCRM provides a fully configured user experience across the sales & fundraising, investor relations, and operations & compliance workstreams. Ensure the right behaviors with strong user adoption across all your teams.
Institutional Asset Managers
Our asset management CRM solution is engineered to support institutional asset managers in managing complex investor relationships and historical accounts and seizing new sales opportunities with ease.
- Efficiently track the sales pipeline from interest to funding, including sales activities, marketing campaigns, and mass mail initiatives.
- Gain valuable insights with tailored management reporting and user-friendly dashboards that are readily deployable.
- Utilize the centralized information repository for deep client, consultant relations, or prospect analysis.
- Depend on solutions that support stringent compliance and meticulous reporting demands.
Fund Distribution Teams
Cater to the dynamic nature of fund distribution teams, aiding ongoing marketing efforts, relationship management, and the identification of growth opportunities.
- Align sales and marketing processes for efficient lead delivery and support to field representatives.
- Understanding risks and identifying trends with regard to incoming investments.
- Leverage comprehensive territory and channel management to spot new sales and cross-selling opportunities.
- Satuit can also link your marketing efforts with results, allowing you to track progress and deliver more leads.
Hedge Funds
Our hedge fund software solutions simplify capital raising and investor relations, ensuring a streamlined approach to opportunity management.
- Customize investor group calls, conferences, and events with advanced invitation features.
- Provide complete oversight of intricate investor and advisor relationships all in one central location.
- Utilize integrated marketing tools, personalized email templates, and contact synchronization across devices.
Private Equity Firms
Empower your teams with an intuitive private equity CRM application optimized for efficiently managing fundraising, investor relations, deal flow, portfolio management, and compliance reporting.
- Manage deal lifecycles and legal workflows with precision, transforming your data into actionable insights.
- Streamline fundraising processes, integrating 3rd party data for an encompassing view of investor activities.
- Optimize your opportunity pipeline, offering advanced tracking and seamless third-party integration for data importation.
Family Offices
Satuit CRM is adept at managing the numerous intricate relationships inherent to single—and multi-family offices with greater security and efficiency.
- Navigate complex familial wealth structures, from trust management to real estate investment advisory.
- Secure sensitive contact, financial, and portfolio information with robust security protocols.
- Provide families with round-the-clock access to crucial documents via our secure Investor Portal.
- Centralize and manage all pertinent legal and financial documentation in an integrated repository.
Wealth Managers
With SatuitCRM, wealth managers can provide comprehensive support to clients, focusing on financial planning and strategic investment to achieve financial goals.
- Easily track interested third parties like lawyers, accountants, and influencers like relatives, friends, colleagues, etc.
- Use our secure portal for efficient communication and report sharing, keeping clients informed about their investment performance and financial health.
- Offer expert guidance on a wide array of services delivered from investment to estate planning, addressing all aspects of clients’ financials.
Real Estate Funds
Empower your real estate investment teams with a state-of-the-art CRM solution, tailored for effectively managing fundraising, investor relations, deal flow, portfolio management, and compliance reporting.
- Streamline your fundraising efforts, leveraging third-party data for a comprehensive overview of investor engagements.
- Efficiently manage the life cycles of property deals and associated legal processes, turning complex information into actionable insights.
- Enhance the management of your investment opportunities with advanced tracking features and smooth integration with external data sources for efficient data importation.
3rd Party Marketers
Our asset management CRM enhances the capabilities of 3rd party marketers, facilitating efficient management of existing relationships while unlocking new sales opportunities.
- Manage and track pipelines across various asset managers and product lines for quick identification and action on opportunities.
- Leverage a centralized information repository for detailed analysis of their clients’ existing relationships with consultants and prospects, improving strategy and communication.
Contact the Satuit Team Today
Start enhancing your investment management strategy with our dedicated CRM solutions. Contact us today and discover how our focused expertise can propel your business forward.
Connect with our team to learn how SatuitCRM can improve operations, ensure compliance, and ramp up AUM growth.
