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