Family Offices


SatuitCRM® is a cloud based solution built to manage the types of complex relationships typical of single family and multi-family offices. Provide top flight services to the families who depend on you for managing different aspects of family wealth such as helping family members choose a real estate investment or manage the complex ownership structures in a trust. We provide modules that drive operational efficiency for tracking the selection and monitoring of managers, tracking investments, reporting to your investors, recording meetings and emails, or managing other communications. Our software can also help you with many of the compliance requirements you will face if you are moving from a single-family office to a multi-family office.

CRM for family offices

BENEFITS

  • Support your team with easy access to all family touch points and data
  • Enhance Relationship Management
  • Centralize all files through an integrated Document Repository
  • Support Manager Due Diligence
  • Manage Deal Flow
  • Provide family members 24x7 access with our integrated Secure Investor Portal
  • Outlook and Google Mail integration
  • Desktop and mobile solutions

Whether you are tracking contact info, banking and sensitive data or portfolio results, our software provides the level of security you need with the flexibility to set rules for every member of your team. Our user permissions give you complete control over user rights including defining who can access or edit specific data, right down to field level data.

Satuit also provides a fully integrated document repository for tracking every document, including legal contracts, presentations, letters, financials, and manager due diligence documents, no matter the file type. Any document stored in the CRM document repository can be easily shared with your investors. Further streamline your end to end reporting process with our SatuitCRA® Packaging solution to easily provide highly customized report packages to your investors.

SatuitCRM is a complete front and middle office solution that can be delivered either as a hosted (SaaS) application or as a more traditional on premise application. The choice of delivery will be driven by your requirements. Our service includes software, licensing support, configuration, and training as well as integration with other key industry software.