Solutions for Asset Managers

 

Satuit Technologies has a suite of products for Client Relationship Management, Client Reporting and an Investor Portal for either Cloud based or on premise use that support client acquisition, relationship management, compliance and reporting needs. Each is tailored to a specific sector of the institutional asset management market.

Private Equity

Private Equity

SatuitCRM® software for Private Equity is an award winning cloud based and mobile CRM application. SatuitCRM provides your team a full suite of easy to use tools for managing fundraising, investor relations, deal flow, and portfolio management. SatuitCRM is easily deployed on desktops and mobile devices for users in the main office, in the field, at home, in a hotel or from any branch office. With SatuitCRM, your deal details and investor contacts are always just a click away.

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Hedge Fund

Hedge Fund

SatuitCRM® software for Hedge Funds is the leading CRM application designed specifically for hedge funds and institutional investment professionals. SatuitCRM will help your fund managers execute fundraising and client on-boarding, as well as streamlining compliance and regulatory reporting to your clients. With SatuitCRM, your team will have more time to grow and manage assets.

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Wealth Management

Wealth Management

SatuitCRM® will help your team reduce the costs of winning new clients and retaining existing accounts. Our software helps you manage every aspect of your front and middle office, including traditional customer relationship management, opportunity tracking, marketing, mass mailing, document and expense management (tied to contacts and as well as monthly/quarterly statement generation. SatuitCRA™, our fully integrated statement and report generation tool, streamlines the process of statement generation and includes a client portal that can be easily managed within SatuitCRM.

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Institutional Asset Management

Institutional Asset Management

Satuit Technologies offers a complete CRM solution for Institutional Asset Managers. We know that finding new clients is labor intensive and keeping clients means meeting stringent compliance and reporting requirements. Success requires that you build a strong team of professionals and give them the tools to do their jobs. SatuitCRM® software delivers an award winning Relationship Management Solution that will give you the edge needed to both keep your existing clients and find new ones.

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Funds Distribution

Funds Distribution

Satuit recognizes the special needs of Funds Distribution teams and offers the leading CRM application for them. Satuit solutions can give your people the ability to easily plan and execute product road shows, manage mail campaigns, provide information to 3rd party distributors via an integrated secure investor portal, and track fund flows from your transfer agents.

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