SatuitSDX® Secure Data Exchange
SatuitSDX Secure Data Exchange extends our native integration with easy-to-implement application integration and extensions to the Satuit Platform. With SatuitSDX, your team can integrate the Satuit Platform with any system including your preferred e-marketing vendors, portfolio accounting, and investor reporting tools.
An instrument to help your firm maximize the value of your investment.
The toolkit includes a mix of end-user, business analyst, and application developer tools, all designed to meet the integration requirements of the asset management community without adding the expense of consultants, implementation partners, and programmers.
Data warehouse, marketing automation, billing, document, and report management integration.
Supports Microsoft SSIS
When more complex ETL (Extract, Transform, Load) functionality is required, Satuit can build and manage integrations with Microsoft SSIS (SQL Server Information Services). This provides 2-way file exchanges with other data stores, transferring files via SecureFTP sites. Our clients choose this option for data-intensive updates that may require some level of data transformation between the source database and the CRM or Portal.
SatuitCRM® integration drives transparency and supports seamless communication among internal stakeholders. Using CRM as a central repository of your corporate customer knowledge supports new revenue initiatives, improves investor satisfaction, and reduces the cost of delivering top-notch service. The Satuit Platform – Investor Portal, CRM, and Report Packaging provide native integration with Excel, Outlook, and Gmail as well as plug-ins for many industry-leading e-marketing, data providers, and portfolio accounting applications.
Maximize the value of your CRM and investor portal investment.
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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.