Satuit recognizes the special CRM needs of funds distribution teams who need to balance ongoing marketing, relationship building, roadshows, and travel. Satuit solutions make it easy for inside sales to support the outside sales reps and for marketing to deliver more leads.
Plan and execute product roadshow, track activities, manage mail campaigns, update CRM data from the road, and provide information to 3rd party distributors via an integrated secure investor portal, and track fund flows from transfer agents.
Meet the reporting, accounting, and regulatory expectations and obligations of investors.
Introducing the Satuit Platform. CRM and Investor Portal Solutions Custom Built for You.
Carderock began discussions with their Satuit Support team about the possibility of moving from their legacy CRM and report packaging products (from two different vendors),
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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.