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Satuit launches CRM platform for wealth managers

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Satuit Technologies has launched SatuitCPM, a cloud based practice management software platform designed specifically for the needs of smaller firms in wealth management and financial advice to help them reduce the costs of winning new clients and retaining existing accounts.

 
“With SatuitCPM you can quickly reduce your firm’s overhead costs and improve your ability to focus on creating and strengthening client relationships,” says Satuit Technologies chief executive Karen Maguire (pictured).
 
SatuitCPM helps manage every aspect of a front and middle office, including traditional customer relationship management (CRM) features, statement and report generation, document management, expense management, and includes a client portal. SatuitCPM is fully integrated with Outlook and can be run on a desktop or tablet device.
 
SatuitCPM’s “out-of-the box” software solution provides dashboards, work- flows and management tools to help streamline the onboarding of new clients and the wooing of prospects. 

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