Intuitive CRM software for buy-side investment professionals including Institutional Asset Managers, Private Equity, Wealth Managers, and Hedge Funds to track clients, prospects, interactions, and activities.
Investor Portal provides on-line access to current account data, statements, reports, forms, invoices and investment news, along with direct links to your company website.
Real-time access to your Appointments, Sales Opportunities and Client data. Mapping is integrated to find and locate a client’s address on any mobile device.
Focused exclusively on the Investment 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 of the time of other vendors, allowing you an immediate return on your investment.