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.
A Report Automation solution, especially one that provides fully integrated e-delivery, can save time and money while allowing your client team to deliver individually customized report packages. Read More.
At Satuit Technologies we know that successful companies approach client relationship management as a strategic process in which people, best practices, and technology are all organized to deliver superior value to their clients. Read More.