Delivering a high quality client service experience over the web can often be a significant investment of time and money to customize generic content portals. Now there is a cost effective and rapidly deployable solution: SatuitCRA™ Investor Portal is a secure web based client and interested party investor portal that allows you to securely deliver client content such as monthly or quarterly statements, K-1s, Capital Call notices, newsletters, and forms.
SatuitCRA Investor Portal is easy to use and administer because it is completely integrated with SatuitCRM® Packing Module, which allows you to publish documents directly to your client portal. Customized branding allows you to easily match your corporate image and incorporate it into an existing web site. You can even have a dedicated IP.
You can use the portal for both “internal” and “external” clients whether you are working with clients or trying to manage a marketing library for a global sales team. Portal users can easily download product information, reports and forms using any device.