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.

Funds Distribution

Mar 12, 2014, 11:29 AM
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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