SatuitCRA™ ​: Client Report Automation

SatuitCRA is a comprehensive content automation solution for creating personalized investor reporting packages and due diligence packages for investors and their advisors.  SatuitCRA streamlines the critical client reporting process. By automating your current manual report compilation functions, you will save time and reduce errors.

Eliminate reporting roadblocks.

Manage Reporting Requirements

Manage and monitor portal access with a cloud-based application that gives you all the tools you need to simplify investor reporting to any group of investors and third parties by automating the organization, publishing, printing, and delivery of client statements and other content to your investors.

Upload Client and Investor Documents in Bulk

Easily upload document packages using Satuit’s Bulk Document Upload capabilities. Client documents will be available under the Document tab for each client. The integrated Packaging function automatically pulls the associated reporting requirements for each contact and interested party based on the reporting group(s) for that contact.

Generate Personalized, Custom Packages

Packages can be easily customized with a few clicks and set to run on a specific date. You can automatically generate a table of contents and include personalized cover letters. Once the reports are created, they can be stored for easy retrieval within the integrated document repository.

Streamline your client reporting process.

Manage Reporting Workflow & Storage

The Global Document Library (GDL) stores an unlimited number of documents and files including back-office portfolio software reports. The Global Document Search (GDS) allows you to search by a unique identifier(s) such as account number, and to electronically separate batches into a series of reports.

Securely Distribute Statements Electronically

Once you have completed your report building and review, you can deliver completed statement packages securely via the fully integrated Investor Portal. Relationship managers can see those reports from within SatuitCRM (or from within SatuitCRA if you are not a CRM user).

Manage & Monitor Portal Access

Our investor portal allows you to deliver statements and respond rapidly to investors without involving technical resources. Reactivate an account, help a client set a new password, or deactivate an account with a single click. Other options such as embedding a login page to your company’s website or providing a URL are also available.

Introducing SatuitCRA: An easy-to-use client reporting automation solution.

Satuit CRM desktop view and secure investor portal mobile view
Easily manage reporting requirements for each contact and interested party
Manage package content with a drag and drop UI
Automatically generate a table of contents
Include personalized cover letters
Add custom enclosures
Generate fully collated report packages for groups of investors
Generate custom packages for advisors
Manage reporting workflow and storage
Easily share report packages for review and approval
Distribute electronically via the Investor Portal
Manage and monitor portal access

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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