Institutional Asset Management

Satuit Technologies offers an innovative CRM solution for institutional teams. We know finding new institutional clients is labor-intensive and keeping those clients means meeting stringent compliance and reporting requirements.

Success requires a strong team and tools to manage institutional sales and client service.

Manage Complex Institutional Clients & Consultants

Build a custom Home Page to ensure information is readily accessible so you can easily track complex relationships, historical client account information, and manage sales opportunities.

Track Institutional Sales Pipeline from Query to Funding

Track contacts and relationship history, the sales pipeline, mass mail, marketing campaigns, events, and calendars. Management reporting and dashboards can be quickly implemented without the need for technical consultants.

Capture Email, Documents, & Correspondence

SatuitCRM provides a central repository for all information about each client, consultant, or prospect with intuitive sales force automation; allowing users to track clients, prospects, interactions, and activities.

The edge needed to keep existing clients and find new ones.

We Focus on Support, so you Focus on Service

Implementation typically takes less than half of the time of other vendors; allowing you immediate return on your investment. Satuit includes support, configuration services, and training in licensing costs.

Break Down Data Silos

Satuit makes collaborating on complex institutional investment strategies easy by focusing on relationships instead of contact management; making it easy for you to identify opportunities and connections among prospects and clients.

Import 3rd Party and Portfolio Accounting Data

Use our Secure Data Exchange tools (SatuitSDX®) to pull in data from industry-leading portfolio accounting software and 3rd party data sources, such as S&P's Money Market Directory, FinSearches, or Pitchbook.

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

CRM contact detail view on desktop and secure investor portal mobile view
Manage complex institutional clients and consultants
Track the institutional sales pipeline from query to funding
Import data from 3rd parties and portfolio accounting software
Plan travel and roadshows
Manage RFP's
Capture email, documents, and correspondence in one place
Collaborate on complex institutional investment strategies
Optional investor portal module
Plug-ins for Outlook, Gmail, and e-marketing software

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.

  • This field is for validation purposes and should be left unchanged.