Enhance capital raising with our easy to customize opportunity management module and support your investor relations team with investor dashboards, activity tracking, and integrated marketing tools.
Enhance capital and support your investor relations team.
An intuitive front and middle office solution that drives improved efficiency, compliance, and results of sales, client service, and client reporting teams.
Introducing the Satuit Platform. CRM and Investor Portal Solutions Custom Built for You.
At Satuit, our goal is to track and interact with key vendors more effectively so that we can avoid “preventable vendor failure.”
While it may be tempting, delegating the responsibilities of CRM selection, implementation, and ongoing support to IT has its shortcomings. Technology is only one piece of the puzzle; Asset Management firms need a strategy that fully supports the initiatives of the sales, marketing, client retention, and management teams.
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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.