Wealth Management Software


SatuitCRM® for financial advisors and wealth managers is a cloud application designed by investment professionals specifically for managing investment sales and investor relations. Whether you are working with an individual, a family, a household or a trust, our software will make it easier to service existing relationships and win new clients. Our platform includes contact management, opportunity tracking, e-marketing, event management, document management, and account management. Our software makes it easy to roll up all related parties into a single entity. You no longer have to be frustrated with data silos that hide key connections and key influencers among contacts.

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BENEFITS

  • Manage complex investor relations including advisor and 3rd parties
  • Capture all activities - email, meeting notes, phone calls by individual and household
  • Easily track interested parties and influencers
  • Fully integrated with Outlook and Google Mail
  • Track and manage email marketing campaigns with our e-mail marketing plug-ins
  • Manage reporting requirements to your investors and interested parties
  • Automate client report collation and distribution with our investor portal
  • Client self-service portal reduces the time and cost of delivering reports (Optional)

The Satuit Wealth Management Platform is a feature rich cloud software solution built on MS.net. Our solution is not an overlay on another vendor's CRM. This is important to you because it means our software was built for people who do what you do and it is serviced by experienced support professional who understand your requirements. We do not outsource any our support. Our service includes software licensing, support, configuration, and training as well as integration with other key industry software. Our integration partners include industry leading portfolio accounting and marketing automation software.

In combination with our fully integrated secure investor portal module SatuitSIP™, the Satuit Wealth Manager CRM will easily manage client onboarding, forms, monthly/quarterly statement distribution and automated updates to your investors' portfolio valuation. Satuit Technologies “out-of-the-box” CRM and Investor Portal software solution provides dashboards, workflows, and management tools to help streamline the onboarding of new clients and the wooing of prospects. You can quickly reduce overhead and focus on creating and strengthening client relationships.

With modules for Satuit2GO®, a full mobile CRM platform, and SatuitCRA™, a seamlessly integrated Client Report Automation solution, SatuitCRM® can take your firm to new levels of client service, efficiency, and effectiveness.