South Texas Money Management asked Satuit to create an integration plug-in for their portfolio accounting and trade order management systems that would provide daily updates to Accounts with relevant data on holdings, transactions, performance and assets under management (AUM). Read Case Study.
As the firm approached its seventh year of operation, the continuing growth in investors and projects led the management of CALCAP to conclude that it was time for a more integrated approach to their investor relations, reporting and compliance needs. Read Case Study.
Carderock began discussions with their Satuit Support team
about the possibility of moving from their legacy CRM and report packaging products (from two
different vendors), to an integrated approach using SatuitCRM® and SatuitCRA™. Read Case Study
Even a firm that has been using a CRM system
for years can enhance its value
and gain additional benefits
from a systemic review and update
of how it’s being used and
by whom. Read Case Study
The Satuit product they chose, SatuitCRA™, is a comprehensive Client Report Automation solution
for creating personalized reporting packages for clients and their advisors. Read Case Study.