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.

Wealth Management

Apr 24, 2019, 17:04 PM
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.
wealth managers
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