Hedge Funds


Enhance capital raising with our easy to customize opportunity management module and support your investor relations team with investor dashboards, activity tracking and integrated marketing tools. SatuitCRM® will help your fund managers execute fundraising and investor on-boarding, as well as streamline compliance and regulatory reporting to your investors. With SatuitCRM your team will have more time to grow and manage assets.

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BENEFITS

  • Manage your Investor pipeline
  • Manage Investor Communications
  • Easily organize and track group conference calls
  • Integrate contacts and activities with Outlook© and Gmail©
  • Add inbound and outbound emails with a single click
  • Automatically watermark attachments to emails
  • Capture all documents in a central repository
  • Manage the contract and legal workflow
  • Satuit2GO® lets your team access their data from a mobile phone

SatuitCRM software allows your team to track complex relationships with investors and their advisors. Track all activities at the contact and entity level and Import historical investor account information from your portfolio management system.

Manage investor group calls. SatuitCRM easily manages group conference calls and meetings and lets you send meeting confirmations and follow up emails to all participants with a single click. Conference calls, emails and other investor activities are tracked in one location (rather than scattered around under different tabs) making it easy to see and summarize your interactions with investors and prospective investors.

Your solution includes Satuit Email Templates. Send "templated" messages and bulk mailings to an individual or a group of contacts. You can edit a template on the fly, personalize signatures and watermark an attachment. Email templates are built on Outlook or Gmail and are included with our software. Email templates can be readily personalized and customized by including any field from your CRM contact form, fields from the account form, and fields from the business and opportunities forms.

In addition to our robust CRM offering, we provide an optional fully integrated investor portal and investor report management. You can easily create, organize, customize, collate, and distribute monthly, quarterly, and annual investor reporting packages using the familiar interface of SatuitCRM.

SatuitCRM is an intuitive, easy-to-use front and middle office CRM solution that drives improved efficiency, compliance and results of sales, client service, and client reporting teams. Our software solutions include premium software, expert support, configuration services, and training with our in-house implementation and support team who understand the needs of the professional investor.