Sophisticated clients require sophisticated service.  As clients become more familiar with technology their expectations for fast service over the web is growing and acceptance of "snail mail" is dwindling.  Additionally, new regulations are making investment firms rethink their traditional ways of doing business electronically.

In the past, delivering a high quality client service experience over the web required a significant investment of time and money in generic content portals that were customized to work for investment management firms.  Now there is a cost effective and rapidly deployable solution, Satuit Secure Investor Portal (WebReps). Satuit SIP is a secure web based client service and interested party service portal that allows you to securely deliver or receive client service content such as monthly or quarterly statements, K-1s, Capital Call notices, newsletters, and other client centric content. 

Delivering service content to clients is a significant benefit, but that is a one-way street.  Your clients want an easy and secure way to get you documents without the hassle and cost of secure emails accounts.  With Satuit SIP they can fill out and securely transfer back required documents for account opening, asset transfer, or similar transactions without need to worry about the inherent lack of security of most email systems and in compliance with regulatory statutes.

Satuit SIP is easy to use and administer and because it is completely integrated with Satuit PackMan (our content packaging solution), which allows you to publish documents directly to your client portal.  Customized branding allows you to easily match your corporate Image and incorporate Satuit SIP into an existing web site, you can even have a dedicated IP.