Wealth Management CRM Software by Satuit
Elevate Client Service with Our Wealth Management Software
Wealth Management CRM Software with Robust Capabilities
Satuit’s cloud-based CRM solution, crafted by investment professionals, is designed to streamline operations and elevate client service. Whether managing relationships with individuals, families, households, or trusts, our CRM software simplifies the process, helping you acquire new clients while maintaining and nurturing existing ones.
Wealth Management CRM Software with Robust Capabilities
Comprehensive Management
Our CRM software allows you to manage investment sales and investor relations seamlessly. It combines all related parties into a single entity, enabling you to handle complex investor relations with ease.
Efficiency and Effectiveness
By eliminating data silos that hide key connections and influencers among contacts, our software boosts your firm’s efficiency and effectiveness.
Client Onboarding and Self-Service Portal
Manage client onboarding, forms, KYC, regular statement distribution, and automated updates to investor portfolio valuations through a self-service portal, reducing overheads and allowing you to focus on relationship development.
Interaction Monitoring
Track emails, meeting notes, and phone calls from individual clients or households in one place, ensuring you never miss an important interaction.
Entity-Based CRM and Investor Portal
Data Integration
Our software integrates with industry-standard platforms like Outlook and Gmail, allowing seamless import of email marketing campaign data into the CRM.
Robust Tools
Includes comprehensive contact management, opportunity tracking, e-marketing, event management, document management, and account management tools.
Service and Support
Enjoy software licensing, support, configuration, and training tailored to your firm’s needs.
Powerful Features for Seamlessly Managing Investor Relations
Maximize Efficiency and Productivity with Satuit
Reduce Time and Cost
Streamline report delivery, reducing both time and cost.
Efficient Reporting
Manage reporting requirements while ensuring timely and accurate updates.
Enhanced Onboarding
Simplify the client onboarding process and provide a smooth and satisfactory experience for new clients.
Value Addition
Offer more value to investors and prospects and enhance your firm’s reputation and client satisfaction.
Designed for Success
Our software is built by professionals with deep industry knowledge, differentiating our product from generic CRM solutions.
Download Our Wealth Management Brochure
Contact Satuit for Tailored CRM Solutions Built for Wealth Management
Schedule a demo today to experience firsthand how Satuit’s CRM software can advance your firm’s wealth management services.
