Satuit
Wealth managers, institutional asset managers, and private equity managers can capitalize on the features of Satuit CRM to improve their practices. The Satuit platform is created primarily for the investment management sector. As a client relationship management platform, it simplifies compliance for financial advisors. The software is built to allow management of legal workflow. Satuit CRM increases the efficiency of a company by automating and streaming important functions. Automated processes minimize human errors, which can result in monetary losses. Real time data allows agents to track their client financial movements across different spheres. For this reason, inconsistencies are easy to spot and fix. The system links with portfolio accounting and transfers the data seamlessly, giving unrestricted access to essential information. Financial advisory companies can get Satuit CRM as an on premise or SaaS application. The software is designed to monitor the complex relationships between financial advisors and other parties including consultants. It integrates with Google Maps, Lotus, and Outlook for enhanced communication.