Funds Distribution

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.

Track Fund Performance

Quickly identify which funds are gaining or losing assets, or identify firms and representatives exchanging between funds by staying in front of asset movement.

Opportunity Tracking

Keep track of new firms and brokers who are purchasing funds and recognize areas of risk such as declining sales trends. Identify when a new positive fund trend occurs and create a fund by fund trend analysis to better scale fund flow by assessing effective strategies and a broader understanding of trends.

Platform Sales Reporting

SatuitCRM software tracks production from advisors and streamlines the reporting process. Grow assets, increase profitability, reduce operating expenses, and ensure industry compliance requirements.

Manage Platform Approval Process

Manage the process for getting funds approved for a platform and spot where you might be neglecting the process. With integrated e-marketing and an advisor portal, you can be sure you are not missing out on opportunities.

Contact, Rep, and Activity Tracking

Track registered rep and broker activity by the fund, individual balances of each fund, last meeting, and last activity flags. Keep track of ongoing marketing, relationship building, roadshows, and travel.

Channel & Territory Management

Identify new sales and cross-selling opportunities by obtaining a sophisticated view of sales and assets by the firm, location, contact, representative, territories, distribution channels, products, and asset classes.

Introducing the Satuit Platform. CRM and Investor Portal Solutions Custom Built for You.

Satuit CRM desktop view and secure investor portal mobile view
Contact and activity tracking by individual, branch, and network
Channel and territory management
Platform sales reporting
Contact management
Third-party data integration
SEC Rule 22c-2 compliance
Manage platform approval process
Integrated e-marketing and marketing automation
Integrated advisor portal

Integration Partners

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

Resources

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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