Funds Distribution

Satuit recognizes the special CRM needs of funds distribution teams who need to balance ongoing marketing, relationship building, roadshows, and travel. Satuit solutions make it easy for inside sales to support the outside sales reps and for marketing to deliver more leads. Plan and execute product roadshow, track activities, manage mail campaigns, update CRM data from the road, and provide information to 3rd party distributors via an integrated secure investor portal, and track fund flows from transfer agents.


  • Contact and activity tracking by individual, branch, and network
  • Channel and territory management
  • Platform sales reporting
  • Contact management
  • Third-party data integration
  • SEC Rule 22c-2 compliance 
  • Manage platform approval process
  • Integrated e-marketing and marketing automation
  • Integrated advisor portal

Track registered rep and broker activity by fund, individual balances of each fund, last meeting, and last activity flags. SatuitCRM® software tracks production from advisors and streamlines the reporting process. Grow assets, increasing profitability, reduce operating expenses, and ensure industry compliance requirements.

SatuitCRM for funds distribution allows asset managers to stay in front of asset movement and identifies firms and representatives exchanging between funds. SatuitCRM can also help quickly identify which funds are gaining or losing assets.

Quickly and easily reach out to new firms and brokers who are purchasing funds and recognize areas of risk such as declining sales trends over a specific period. Take advantage of opportunities presented when a new positive fund trend is identified.

Manage the process for getting funds approved for a platform and spot where you might be neglecting the process, but with integrated e-marketing and an advisor portal, you can be sure you are not missing opportunities. 

Obtain a sophisticated view of sales and assets by firm, location, contact, representative, territories, distribution channels, products, and asset classes, which lead to the identification of new sales and cross-selling opportunities. Create a fund by fund trend analysis to better scale fund flow to assess effective strategies and gain a broader understanding of trends.

Check funds, track production, and review results from anywhere at any time with Satuit2GO