Family Office Management Software by Satuit
Comprehensive Family Office Wealth Management Solutions
Secure Information, Manage Reporting & More with Family Office Software Features
Managing a single family office or multiple family offices requires a secure and efficient solution. SatuitCRM offers a comprehensive platform designed to streamline reporting, manage documents, provide visibility for family members, and integrate with various financial systems. Our platform offers a number of features that make it the ideal choice for both single-family and multi-family offices.
Protect Sensitive Contact Details
Protect contact information, banking details, and portfolio data with advanced security measures. Users can set flexible security rules for each team member and control user rights for accessing or editing data.
End-to-end reporting processes can be streamlined, and families can access documents 24/7 via Satuit’s Secure Investor Portal. With multi-tiered reporting capabilities, you can provide visibility to select family members, a perfect solution to multi-generational families and complex trust structures. Users can effortlessly manage permissions and aggregate reports across accounts.
Secure Investor Portal
Centralize Key Documents
Centralize all your files, including legal contracts, presentations, letters, financials, and due diligence documents. Easily share documents with family members and their third-party representatives such as accountants and lawyers through our fully integrated document repository.
With customizable modules, you can track the selection and monitoring of managers and investments, reports, subscriptions/redemptions, record meetings and emails, or manage other communications.
Leverage Customizable Modules
Easily Integrate with 3rd Party Tools
Utilize Outlook and Gmail integrations to bring your email and appointments or import data on the investments from your portfolio accounting tool, custodian, or fund administrator for seamless operations.
Download Our Family Offices Brochure
Serve Investors, Manage Relationships, & Receive Unrivaled Support from Satuit
Advanced Security
Leverage advanced security measures like user permissions, access levels, and more to ensure data integrity.
Experienced Client Success Team
Our client success team, with a background in asset management, provides exceptional support, including licensing, configuration, and training.
Enhanced Relationship Management
Our family office reporting software allows for enhanced relationship management and superior service provision to your clients.
Contact Satuit for Family Office Software Solutions
Equip your family office with Satuit’s advanced family office software solutions and experience unparalleled security, efficiency, and support in your operations.
