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Satuit Technologies is the premier software solutions provider for buy-side asset management, hedge fund, wealth management, private equity, and real estate markets. Our asset management CRM and investor portal are highly cost-effective, easy to implement, and easy to use. Our buy-side asset management CRM and investor portal is specifically designed for investment professionals providess a no-code, out-of-the-box solution to address all of your CRM, client reporting, and investor portal demands. Get up and running quickly without custom development or 3rd party implementers.

Key Features

SatuitCRM, Investor Portal, and Report Packaging software offers a complete front office and middle office solution focused exclusively on the Buy-Side Asset Management industry. The CRM platform drives improved efficiency, lead generation, sales productivity, and helps manage compliance. The integrated Investor Portal streamlines operational tasks while improving investor satisfaction and engagement.

  • Intuitive, full function CRM features for managing entity/family relationships such as contacts, sales pipelines, activities, mailings, accounts, documents, and service offerings.
  • Fully integrated Investor Portal and Report Packaging software, simplifying the desimination of information to prospects and investors in a secure method.
  • Flexible and easy to use end user configuration tools for Home Page, Reporting, and Searching.
  • Highly customizable with drag & drop Configuration Tools, allowing the last mile configuration tools to be completed by non-technical users.
  • Manage complex relationships of multi-generation families and interested third-parties such as Lawyers, Accountants, Consultants/OCIOs, and/or Advisors.
  • Expanding upon core "Anchor" meetings with geographical proximity searching combined with email templates and activity management workflow to maximize business travel.
  • Complete set of Import Tools with programming free automation to import in and export data out of the CRM
  • Robust integrations with common tools and providers to the Asset Management and Wealth Management industry such as email tools (Outlook, Gmail), eMarketing providers (ActOn, Constant Contact, Dot-Ditigial, MailChip, ProFundCom, etc.), Portfolio Accounting Tools (SS&C, Orion, Addepar, etc.), and Third-Pary Data Providers (Dakota, Preqin, S&P, Broadridge, etc.)
  • Implementation includes software, support, configuration services, and user training by Satuit personell; we do not outsource to 3rd party consultants, your site will normally be ready for users in 6-10 weeks, allowing an immediate return on your investment.

Key Benefits

  • Industry-specific application with all of the functionality and roadmap solely focused on the asset management ecosystem
  • Speedy Implementation with targeted configurations, workflows, and reporting for the buy-side
  • Future-proof with no-Code, self-service configuration tools
  • Improved inter-department communication and process flow
  • Robust integration options for system-interoptibility and data integrity