Institutional Asset Management

Satuit Technologies offers an innovative CRM solution for institutional teams. We know finding new institutional clients is labor intensive and keeping those clients means meeting stringent compliance and reporting requirements. Success requires you build a strong team of professionals and give them the tools to manage institutional sales and client service. Whether your firm is a long only institutional manager or a hedge fund seeking to raise assets from institutional funds and family offices, SatuitCRM® software delivers an award winning Relationship Management Solution that will give you the edge needed to keep your existing clients and find new ones.

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  • Manage complex institutional clients and consultants
  • Track the institutional sales pipeline from query to funding
  • Import data from 3rd parties and portfolio accounting software
  • Plan travel and road shows
  • Manage RFP's
  • Capture email, documents, and correspondence in one place
  • Collaborate on complex institutional investment strategies
  • Work from home, hotel, or an office
  • Plug-ins for Outlook, Gmail, and e-marketing software
  • Optional investor portal module

SatuitCRM provides a highly intuitive solution built specifically to address the challenges of institutional investment sales and client service professionals. With SatuitCRM, your team can easily track complex relationships, manage sales opportunities, and historical client account information on any device. Each user can build a custom Home Page with a few clicks to ensure that the information they need to do their job is readily accessible. Management reporting and dashboards can be quickly implemented without programming or technical consultants.

SatuitCRM incorporates an intuitive process for sales force automation, allowing users to track clients, prospects, interactions, and activities. It provides a central repository for all information about each client, consultant, or prospect. Our asset management CRM software includes tracking contacts and relationship histories, the sales pipeline, mass mail and marketing campaigns, events, and calendars. It integrates with Outlook and Gmail to make migration and adoption easy.

Use our Secure Data Exchange tools (SatuitSDX®) to pull in data from industry leading portfolio accounting software and 3rd party data sources, such as S&P's Money Market Directory, FinSearches, or Pitchbook. SatuitCRM can drive your sales and client service efforts to new heights.

SatuitCRM for Institutional Asset Managers is a complete front office solution that drives improved efficiency, compliance, and collaboration. Our implementation service includes support, configuration services, and training and our software can typically be implemented in less than half of the time of other vendors allowing you immediate return on your investment.

The optional SatuitSIP® Secure Investor Portal software adds document sharing and secure document delivery to the core functions of SatuitCRM. Our optional investor portal gives a SatuitCRM user the ability to organize, customize, collate, and distribute their monthly, quarterly, and annual client reporting using the familiar interface of SatuitCRM.