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.