Secure Data Exchange

SatuitSDX Secure Data Exchange extends our native integration with easy-to-implement application integration and extensions to the Satuit Platform. With SatuitSDX, your team can integrate the Satuit Platform with your preferred e-marketing vendors, portfolio accounting and investor reporting tools.


  • Create 360 degree view of your investors and prospects
  • Gain insight into investor behavior
  • Eliminate duplicate entry
  • REST API with data mapping overlay to simplify imports
  • Does not require programming skills 
  • Supports bulk and small data import jobs
  • Allows scheduling of routine jobs
  • Works with hundreds of applications
  • Pre-built integrations to simplify process

SatuitSDX allows our user community to expand our platform to their data warehouse, marketing automation, billing, document, and report management software to help your firm maximize the value of your CRM investment. The toolkit includes a mix of end-user, business analyst, and application developer tools, all designed to meet the integration requirements of the asset management community without adding the expense of consultants, implementation partners and programmers. Many of the integration's use cases can be executed by a business analyst.

Supports Microsoft SSIS

When more complex ETL (Extract, Transform, Load) functionality is required, Satuit can build and manage integrations with Microsoft SSIS (SQL Server Information Services). This provides 2-way file exchanges with other data stores, transferring files via SecureFTP sites. Our clients choose this option for data intensive updates that may require some level of data transformation between the source database and the CRM or Portal.

Satuit Integrations

SatuitCRM® integration drives transparency and supports seamless communication among internal stakeholders. Using CRM as a central repository of your corporate customer knowledge supports new revenue initiatives, improves investor satisfaction, and reduces the cost of delivering top-notch service. The Satuit Platform - Investor Portal, CRM, and Report Packaging provides native integration with Excel, Outlook and Gmail as well as plug-ins for many industry leading e-marketing, data providers and portfolio accounting applications.