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.
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), to
The Satuit product they chose, SatuitCRA™, is a comprehensive Client Report Automation solution for creating personalized reporting packages for clients and their advisors.
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.