SatuitSIP® Secure Investor Portal​

The SatuitSIP Secure Investor Portal provides asset management professionals and their investors with secure 24×7 access to account data, documents, and forms. Our investor portal software can be easily branded and embedded into your corporate website with no programming or web design skills required.

An all-in-one document management tool.

Secure Delivery of Investor Statements

Our single-tenant investor portal architecture means each client has their own database; an extra layer of protection to ensure all investor data is safe. We also follow all industry-specific compliance standards and provide features like protecting intellectual property with watermarking. Portal administrator(s) can manage passwords, set up automatic notifications of password updates, and manage new documents.

Best of Breed Document Management Tool

Let the software do the heavy lifting and reporting requirements management for you. Have forms or content distributed across a group of clients with “on the fly” upload functions to distribute a form or document to a list of portal users. Upload and parse consolidated reports from your portfolio accounting software, exchange forms, and add e-signature requests. You can also use the portal as your virtual data room to share documents with GP's and auditors.

Automated Account Data Updates

Why wait for reports when your investors can check their account balances daily? Provide your investors with daily, weekly, monthly updates of their data using the built-in integration tools or the bulk API. You can create a variety of different templates for specific groups of investors to display data in a variety of graphs and data formats. Get notified when documents are uploaded to the site by your investor or their advisors.

Manage your investor communications in an entirely new way.

Engagement Statistics for Investor Outreach

Quantify investor engagement with individual portal scores, monitor logins, downloads, and URLs clicked.

Personalized Investor Landing Pages

Enhance overall investor satisfaction and help get your corporate message to investors by combining secure document delivery and data feeds with news feeds, video, and other web content.

Absolutely NO Programming Experience Necessary

Make sure that your investors see your company news or learn about new products with ease using our powerful tool without any web design or programming skill required.

Satuit Secure Investor Portal: A digital experience that simplifies reporting, the process of managing forms, and investor daily account updates.

SatuitSIP Secure Investor Portal desktop, laptop, and mobile view
Secure delivery of investor statements
Automated account data updates
Link to company news and commentary
Protect IP with watermarking
Manage forms with e-signature
Include photos and video
Monitor logins, downloads, URL’s clicked
Quantify investor engagement with individual portal scores
Use engagement statistics for investor outreach
Bulk upload reports from your network
Consolidate reporting to 3rd parties

Integration Partners

We are proud to work with innovative organizations and institutions from financial services to academia and beyond.

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Get in touch with our Sales Team

Focused exclusively on the Investment and Asset Management industry, Satuit’s CRM, portal, and reporting software offer a complete front-office solution delivered at a fixed price to drive improved efficiency, compliance, and results of the sales, client service, and client reporting teams. Our implementation includes software, support, configuration services, and training that can typically be completed in less than half the time of other vendors, allowing an immediate return on your investment.

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