SatuitCRA- Client Report Automation 

The operations team of a typical asset management firm with 500 clients may spend up to 6 weeks to complete the client statement process each quarter.  The work is not only time consuming, but it is also prone to human error.  Now you can easily master  the work of organizing, publishing, printing and delivering client statements and report packages.  SatuitCRATM is a comprehensive Content Reporting Automation solution for creating personalized reporting packages for clients and their advisors.

SatuitCRA - Client Report Automation

BENEFITS

    • Easily manage Reporting Requirements for each contact
    • Manage Package Content with drag and drop UI
    • Automatically generate table of contents
    • Include custom Mail Merges
    • Include custom documents
    • Generate fully-collated packages for groups
    • Generate custom packages for Advisors
    • Manage package workflow & storage
    • Create dashboards and internal reports
    • Track activities throughout Reporting Process
    • Easily share report packages for review and approval
    • Distribute electronically via the Investor Portal
    • Manage & Monitor Portal Access

SatuitCRATM allows you to automate the organizing, publishing, printing and delivery of statements and other content to your clients.  Manage report packages to individuals, to groups and to interested parties.  Packages can be easily customized with a few clicks.  And they can be set to run on a specific date.   Once the reports are created, they can be stored for easy retrieval within the integrated document repository.  If you are a SatuitCRM® user with Client Reporting access, you can configure and manage all aspects of reporting from within the CRM.

You may add personalized documents using standard Microsoft mail merge functionality.  And you are not limited to contact information for the mail merge –you can pull in account information if you have integrated SatuitCRA or SatuitCRM with your back office.  You can easily upload the document packaged using  Satuit’s Bulk Document Upload (BDL) capabilities, and if you are a SatuitCRM user, your client documents will be available under the CRM Document tab for that client.

The integrated Packaging function automatically pulls the associated  Reporting Requirements for each contact and interested party based on the reporting group(s) for that contact.  The Global Document Library (GDL) stores an unlimited number of documents and files including back office portfolio software reports. The Global Document Search (GDS) allows you to search by unique identifier(s) such as account number, and to electronically separate batches into a series of reports.

Once you have completed your report building and review, you can deliver your completed statement packages securely via the fully integrated Investor Portal.  Your relationship managers can see those reports from within SatuitCRM (or from within the SatuitCRA if you are not a CRM user).   Our investor portal allows you to deliver statements to respond rapidly to clients without involving technical resources. Reactivate an account, or help a client set a new password or deactivate an account with a single click. Other options such as embedding a login page in your company’s website or providing a URL are also available.

SatuitCRATM provides you with all the tools you need to eliminate reporting roadblocks and streamline reporting systems.

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