CRM for Wealth Managers
SatuitCRM® software will help your team reduce the costs of winning new clients and retaining existing accounts. Our CRM software helps you manage every aspect of your front and middle office, including traditional customer relationship management, opportunity tracking, marketing, mass mailing, document management and expense management (tied to contacts and entities). We also provide modules for managing client onboarding forms 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®.